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 6-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 | $31,508 | $175,202-82.0% | $149,673-78.9% | $139,434-77.4% |
| Participation rate | 62.5% | 83.4%-20.9pp | 78.8%-16.3pp | 80.3%-17.8pp |
| Annual return | 14.09% | 166.71%-152.6pp | 134.42%-120.3pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,852 | $5,474-66.2% | $4,818-61.6% | $4,751-61.0% |
| Participant deferral / active EE | $5,648 | $6,519-13.4% | $5,680-0.6% | $6,710-15.8% |
| Admin fee / account holder | $14,792 | $16,150-8.4% | $13,210+12.0% | $11,403+29.7% |