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 | $22,257 | $102,966-78.4% | $90,281-75.3% | $152,861-85.4% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 23.75% | 95.16%-71.4pp | 78.10%-54.4pp | 345.32%-321.6pp |
| Employer contribution / active EE | $1,134 | $3,139-63.9% | $2,854-60.3% | $4,762-76.2% |
| Participant deferral / active EE | $2,622 | $4,281-38.8% | $3,885-32.5% | $5,850-55.2% |
| Admin fee / account holder | $366 | $6,171-94.1% | $5,351-93.2% | $11,596-96.8% |