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 7-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 | $35,958 | $183,519-80.4% | $155,509-76.9% | $145,922-75.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.12% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $2,561 | $5,313-51.8% | $4,672-45.2% | $4,660-45.0% |
| Participant deferral / active EE | $5,728 | $6,462-11.4% | $5,626+1.8% | $6,688-14.3% |
| Admin fee / account holder | $9,511 | $19,313-50.8% | $15,912-40.2% | $13,397-29.0% |