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 | $20,526 | $111,754-81.6% | $103,333-80.1% | $145,922-85.9% |
| Participation rate | 69.2% | 77.9%-8.7pp | 74.5%-5.3pp | 80.3%-11.0pp |
| Annual return | 18.13% | 24.77%-6.6pp | 24.88%-6.8pp | 561.29%-543.2pp |
| Employer contribution / active EE | $2,606 | $4,212-38.1% | $3,868-32.6% | $4,660-44.1% |
| Participant deferral / active EE | $5,630 | $5,619+0.2% | $5,057+11.3% | $6,688-15.8% |
| Admin fee / account holder | $1,275 | $9,750-86.9% | $8,355-84.7% | $13,397-90.5% |