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 7-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 | $25,070 | $165,984-84.9% | $164,813-84.8% | $145,922-82.8% |
| Participation rate | 68.8% | 82.0%-13.3pp | 78.6%-9.9pp | 80.3%-11.5pp |
| Annual return | 11.05% | 100.03%-89.0pp | 69.93%-58.9pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,473 | $5,273-72.1% | $4,341-66.1% | $4,660-68.4% |
| Participant deferral / active EE | $2,410 | $6,959-65.4% | $6,031-60.0% | $6,688-64.0% |
| Admin fee / account holder | $423 | $16,648-97.5% | $12,690-96.7% | $13,397-96.8% |