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 | $29,708 | $127,777-76.8% | $106,548-72.1% | $167,490-82.3% |
| Participation rate | 53.3% | 78.3%-24.9pp | 76.1%-22.8pp | 82.1%-28.8pp |
| Annual return | 14.80% | 33.87%-19.1pp | 26.80%-12.0pp | 478.56%-463.8pp |
| Employer contribution / active EE | $1,150 | $3,427-66.4% | $2,819-59.2% | $4,837-76.2% |
| Participant deferral / active EE | $4,026 | $5,087-20.9% | $4,398-8.5% | $6,341-36.5% |
| Admin fee / account holder | $437 | $11,228-96.1% | $7,407-94.1% | $12,309-96.4% |