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 | $35,942 | $107,334-66.5% | $92,893-61.3% | $152,861-76.5% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 22.86% | 145.58%-122.7pp | 109.41%-86.6pp | 345.32%-322.5pp |
| Employer contribution / active EE | $2,774 | $4,221-34.3% | $3,653-24.1% | $4,762-41.8% |
| Participant deferral / active EE | $7,467 | $4,845+54.1% | $4,236+76.3% | $5,850+27.6% |
| Admin fee / account holder | $1,098 | $7,079-84.5% | $5,794-81.1% | $11,596-90.5% |