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 | $31,329 | $118,849-73.6% | $96,562-67.6% | $167,490-81.3% |
| Participation rate | 68.2% | 75.5%-7.3pp | 69.8%-1.6pp | 82.1%-13.9pp |
| Annual return | 47.89% | 50.49%-2.6pp | 37.78%+10.1pp | 478.56%-430.7pp |
| Employer contribution / active EE | $1,702 | $3,120-45.4% | $2,356-27.8% | $4,837-64.8% |
| Participant deferral / active EE | $4,698 | $4,616+1.8% | $3,849+22.1% | $6,341-25.9% |
| Admin fee / account holder | $1,944 | $8,065-75.9% | $6,181-68.5% | $12,309-84.2% |