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 | $27,594 | $217,402-87.3% | $185,823-85.2% | $167,490-83.5% |
| Participation rate | 62.5% | 86.0%-23.5pp | 81.7%-19.2pp | 82.1%-19.6pp |
| Annual return | 21.68% | 148.36%-126.7pp | 122.05%-100.4pp | 478.56%-456.9pp |
| Employer contribution / active EE | $1,522 | $5,873-74.1% | $5,167-70.5% | $4,837-68.5% |
| Participant deferral / active EE | $4,156 | $6,356-34.6% | $5,568-25.4% | $6,341-34.5% |
| Admin fee / account holder | $1,660 | $19,811-91.6% | $16,237-89.8% | $12,309-86.5% |