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 6-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 | $25,356 | $148,534-82.9% | $135,903-81.3% | $139,434-81.8% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | 20.51% | 79.19%-58.7pp | 68.23%-47.7pp | 372.94%-352.4pp |
| Employer contribution / active EE | $4,208 | $5,243-19.7% | $4,856-13.4% | $4,751-11.4% |
| Participant deferral / active EE | $10,544 | $8,100+30.2% | $7,758+35.9% | $6,710+57.1% |
| Admin fee / account holder | $2,135 | $12,400-82.8% | $10,762-80.2% | $11,403-81.3% |