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 6-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 | $27,092 | $77,145-64.9% | $108,410-75.0% | $85,850-68.4% |
| Participation rate | 64.9% | 74.7%-9.8pp | 80.1%-15.3pp | 69.3%-4.4pp |
| Annual return | 18.53% | 44.54%-26.0pp | 905.27%-886.7pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,646 | $2,379+11.2% | $3,558-25.6% | $2,565+3.2% |
| Participant deferral / active EE | $4,058 | $5,566-27.1% | $6,563-38.2% | $3,952+2.7% |
| Admin fee / account holder | $7,543 | $5,172+45.8% | $7,295+3.4% | $6,260+20.5% |