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 | $24,322 | $157,256-84.5% | $141,162-82.8% | $152,861-84.1% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 38.74% | 64.32%-25.6pp | 71.39%-32.6pp | 345.32%-306.6pp |
| Employer contribution / active EE | $2,187 | $5,261-58.4% | $4,735-53.8% | $4,762-54.1% |
| Participant deferral / active EE | $10,894 | $7,109+53.2% | $6,709+62.4% | $5,850+86.2% |
| Admin fee / account holder | $1,952 | $12,120-83.9% | $10,261-81.0% | $11,596-83.2% |