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 | $26,952 | $112,881-76.1% | $90,951-70.4% | $158,922-83.0% |
| Participation rate | 46.2% | 74.7%-28.6pp | 69.0%-22.9pp | 82.0%-35.8pp |
| Annual return | 24.31% | 215.79%-191.5pp | 134.60%-110.3pp | 302.83%-278.5pp |
| Employer contribution / active EE | $2,003 | $2,893-30.8% | $2,122-5.6% | $4,761-57.9% |
| Participant deferral / active EE | $2,207 | $4,128-46.5% | $3,373-34.6% | $5,982-63.1% |
| Admin fee / account holder | $2,343 | $8,041-70.9% | $5,959-60.7% | $11,246-79.2% |