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 | $22,240 | $102,966-78.4% | $90,281-75.4% | $152,861-85.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 73.3%-9.6pp | 82.4%-18.8pp |
| Annual return | 26.30% | 95.16%-68.9pp | 78.10%-51.8pp | 345.32%-319.0pp |
| Employer contribution / active EE | $2,255 | $3,139-28.1% | $2,854-21.0% | $4,762-52.6% |
| Participant deferral / active EE | $3,338 | $4,281-22.0% | $3,885-14.1% | $5,850-42.9% |
| Admin fee / account holder | $1,238 | $6,171-79.9% | $5,351-76.9% | $11,596-89.3% |