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 4-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 | $25,777 | $77,899-66.9% | $149,673-82.8% | $75,163-65.7% |
| Participation rate | 64.4% | 65.6%-1.2pp | 78.8%-14.4pp | 67.2%-2.8pp |
| Annual return | 21.76% | 31.72%-10.0pp | 134.42%-112.7pp | 160.62%-138.9pp |
| Employer contribution / active EE | $2,332 | $3,137-25.7% | $4,818-51.6% | $2,670-12.6% |
| Participant deferral / active EE | $4,411 | $3,411+29.3% | $5,680-22.3% | $4,125+6.9% |
| Admin fee / account holder | $395 | $5,956-93.4% | $13,210-97.0% | $5,651-93.0% |