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 7-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 | $33,144 | $175,202-81.1% | $149,673-77.9% | $139,434-76.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 28.63% | 166.71%-138.1pp | 134.42%-105.8pp | 372.94%-344.3pp |
| Employer contribution / active EE | $2,596 | $5,474-52.6% | $4,818-46.1% | $4,751-45.4% |
| Participant deferral / active EE | $3,726 | $6,519-42.8% | $5,680-34.4% | $6,710-44.5% |
| Admin fee / account holder | $993 | $16,150-93.9% | $13,210-92.5% | $11,403-91.3% |