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 | $26,011 | $157,256-83.5% | $141,162-81.6% | $152,861-83.0% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 29.33% | 64.32%-35.0pp | 71.39%-42.1pp | 345.32%-316.0pp |
| Employer contribution / active EE | $2,272 | $5,261-56.8% | $4,735-52.0% | $4,762-52.3% |
| Participant deferral / active EE | $7,665 | $7,109+7.8% | $6,709+14.3% | $5,850+31.0% |
| Admin fee / account holder | $1,376 | $12,120-88.7% | $10,261-86.6% | $11,596-88.1% |