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 9-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 | $35,179 | $115,882-69.6% | $100,516-65.0% | $158,922-77.9% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 26.64% | 34.79%-8.2pp | 30.89%-4.2pp | 302.83%-276.2pp |
| Employer contribution / active EE | $1,006 | $4,103-75.5% | $3,418-70.6% | $4,761-78.9% |
| Participant deferral / active EE | $7,916 | $6,674+18.6% | $6,270+26.3% | $5,982+32.3% |
| Admin fee / account holder | $3,400 | $10,995-69.1% | $8,081-57.9% | $11,246-69.8% |