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 | $26,036 | $65,041-60.0% | $90,951-71.4% | $79,858-67.4% |
| Participation rate | 66.7% | 61.6%+5.1pp | 69.0%-2.3pp | 69.6%-3.0pp |
| Annual return | 17.57% | 30.45%-12.9pp | 134.60%-117.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,415 | $1,247+13.5% | $2,122-33.3% | $2,471-42.7% |
| Participant deferral / active EE | $3,574 | $2,512+42.3% | $3,373+6.0% | $3,740-4.4% |
| Admin fee / account holder | $2,134 | $4,536-52.9% | $5,959-64.2% | $5,306-59.8% |