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 | $28,586 | $114,047-74.9% | $96,139-70.3% | $167,490-82.9% |
| Participation rate | 37.5% | 75.1%-37.6pp | 68.4%-30.9pp | 82.1%-44.6pp |
| Annual return | 14.99% | 189.88%-174.9pp | 191.94%-177.0pp | 478.56%-463.6pp |
| Employer contribution / active EE | $1,023 | $3,427-70.2% | $2,797-63.4% | $4,837-78.9% |
| Participant deferral / active EE | $4,021 | $5,194-22.6% | $4,349-7.5% | $6,341-36.6% |
| Admin fee / account holder | $385 | $6,897-94.4% | $5,537-93.0% | $12,309-96.9% |