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 | $44,971 | $133,922-66.4% | $116,228-61.3% | $142,382-68.4% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.6%-6.4pp | 80.1%-11.9pp |
| Annual return | 18.91% | 147.76%-128.8pp | 90.06%-71.1pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,909 | $3,446-44.6% | $2,994-36.3% | $4,299-55.6% |
| Participant deferral / active EE | $7,464 | $5,672+31.6% | $4,953+50.7% | $6,507+14.7% |
| Admin fee / account holder | $6,012 | $14,945-59.8% | $11,989-49.9% | $12,624-52.4% |