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 5-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 | $8,972 | $110,261-91.9% | $95,745-90.6% | $139,434-93.6% |
| Participation rate | 68.8% | 75.8%-7.0pp | 72.3%-3.5pp | 80.3%-11.6pp |
| Annual return | 19.91% | 27.11%-7.2pp | 28.35%-8.4pp | 372.94%-353.0pp |
| Employer contribution / active EE | $1,893 | $3,257-41.9% | $2,835-33.2% | $4,751-60.2% |
| Participant deferral / active EE | $4,112 | $4,676-12.1% | $4,245-3.1% | $6,710-38.7% |
| Admin fee / account holder | $5,089 | $6,613-23.0% | $5,678-10.4% | $11,403-55.4% |