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 | $29,800 | $150,187-80.2% | $120,354-75.2% | $145,922-79.6% |
| Participation rate | 57.1% | 78.8%-21.6pp | 71.9%-14.8pp | 80.3%-23.1pp |
| Annual return | 10.33% | 154.07%-143.7pp | 107.15%-96.8pp | 561.29%-551.0pp |
| Employer contribution / active EE | $2,952 | $4,348-32.1% | $3,463-14.8% | $4,660-36.7% |
| Participant deferral / active EE | $6,444 | $6,173+4.4% | $4,991+29.1% | $6,688-3.6% |
| Admin fee / account holder | $3,028 | $12,207-75.2% | $9,423-67.9% | $13,397-77.4% |