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 | $32,603 | $209,411-84.4% | $178,490-81.7% | $158,922-79.5% |
| Participation rate | 62.5% | 86.3%-23.8pp | 81.9%-19.4pp | 82.0%-19.5pp |
| Annual return | 25.11% | 188.75%-163.6pp | 151.07%-126.0pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,876 | $5,706-67.1% | $5,011-62.6% | $4,761-60.6% |
| Participant deferral / active EE | $4,562 | $5,954-23.4% | $5,202-12.3% | $5,982-23.7% |
| Admin fee / account holder | $575 | $17,074-96.6% | $13,984-95.9% | $11,246-94.9% |