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 | $39,589 | $209,411-81.1% | $178,490-77.8% | $158,922-75.1% |
| Participation rate | 57.1% | 86.3%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 11.80% | 188.75%-177.0pp | 151.07%-139.3pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,478 | $5,706-74.1% | $5,011-70.5% | $4,761-69.0% |
| Participant deferral / active EE | $2,255 | $5,954-62.1% | $5,202-56.6% | $5,982-62.3% |
| Admin fee / account holder | $675 | $17,074-96.0% | $13,984-95.2% | $11,246-94.0% |