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 | $29,922 | $210,648-85.8% | $177,989-83.2% | $145,922-79.5% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 14.38% | 385.86%-371.5pp | 294.48%-280.1pp | 561.29%-546.9pp |
| Employer contribution / active EE | $2,904 | $4,565-36.4% | $3,949-26.5% | $4,660-37.7% |
| Participant deferral / active EE | $2,449 | $6,958-64.8% | $6,276-61.0% | $6,688-63.4% |
| Admin fee / account holder | $612 | $12,013-94.9% | $10,363-94.1% | $13,397-95.4% |