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 | $29,807 | $99,877-70.2% | $84,966-64.9% | $145,922-79.6% |
| Participation rate | 58.3% | 74.1%-15.8pp | 67.5%-9.2pp | 80.3%-21.9pp |
| Annual return | 18.33% | 83.76%-65.4pp | 66.38%-48.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $1,140 | $3,231-64.7% | $2,727-58.2% | $4,660-75.5% |
| Participant deferral / active EE | $4,040 | $5,291-23.6% | $4,519-10.6% | $6,688-39.6% |
| Admin fee / account holder | $17,492 | $7,248+141.3% | $6,149+184.5% | $13,397+30.6% |