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 4-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 | $26,493 | $202,432-86.9% | $169,368-84.4% | $139,434-81.0% |
| Participation rate | 68.4% | 81.1%-12.6pp | 77.1%-8.7pp | 80.3%-11.9pp |
| Annual return | 18.31% | 531.74%-513.4pp | 405.60%-387.3pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,380 | $4,692-49.3% | $4,013-40.7% | $4,751-49.9% |
| Participant deferral / active EE | $8,306 | $6,938+19.7% | $6,221+33.5% | $6,710+23.8% |
| Admin fee / account holder | $3,659 | $10,708-65.8% | $9,003-59.4% | $11,403-67.9% |