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 9-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 | $28,153 | $77,314-63.6% | $177,989-84.2% | $80,856-65.2% |
| Participation rate | 69.3% | 65.7%+3.6pp | 77.1%-7.8pp | 67.6%+1.7pp |
| Annual return | 13.08% | 18.09%-5.0pp | 294.48%-281.4pp | 35.59%-22.5pp |
| Employer contribution / active EE | $1,540 | $2,292-32.8% | $3,949-61.0% | $2,755-44.1% |
| Participant deferral / active EE | $2,506 | $4,411-43.2% | $6,276-60.1% | $4,296-41.7% |
| Admin fee / account holder | $1,699 | $7,191-76.4% | $10,363-83.6% | $6,918-75.4% |