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 3-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 | $22,091 | $99,877-77.9% | $84,966-74.0% | $145,922-84.9% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.8pp | 80.3%-13.6pp |
| Annual return | 19.97% | 83.76%-63.8pp | 66.38%-46.4pp | 561.29%-541.3pp |
| Employer contribution / active EE | $5,978 | $3,231+85.0% | $2,727+119.2% | $4,660+28.3% |
| Participant deferral / active EE | $8,895 | $5,291+68.1% | $4,519+96.8% | $6,688+33.0% |
| Admin fee / account holder | $1,191 | $7,248-83.6% | $6,149-80.6% | $13,397-91.1% |