See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 8-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,656 | $226,064-85.6% | $182,532-82.1% | $152,861-78.6% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.0%-28.0pp | 82.4%-32.4pp |
| Annual return | 34.10% | 192.51%-158.4pp | 148.54%-114.4pp | 345.32%-311.2pp |
| Employer contribution / active EE | $3,226 | $4,978-35.2% | $4,076-20.9% | $4,762-32.3% |
| Participant deferral / active EE | $5,037 | $6,368-20.9% | $5,524-8.8% | $5,850-13.9% |
| Admin fee / account holder | $1,013 | $10,703-90.5% | $8,592-88.2% | $11,596-91.3% |