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 | $35,707 | $175,202-79.6% | $149,673-76.1% | $139,434-74.4% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 21.74% | 166.71%-145.0pp | 134.42%-112.7pp | 372.94%-351.2pp |
| Employer contribution / active EE | $3,434 | $5,474-37.3% | $4,818-28.7% | $4,751-27.7% |
| Participant deferral / active EE | $9,461 | $6,519+45.1% | $5,680+66.6% | $6,710+41.0% |
| Admin fee / account holder | $413 | $16,150-97.4% | $13,210-96.9% | $11,403-96.4% |