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 | $22,496 | $127,777-82.4% | $106,548-78.9% | $167,490-86.6% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 17.57% | 33.87%-16.3pp | 26.80%-9.2pp | 478.56%-461.0pp |
| Employer contribution / active EE | $4,551 | $3,427+32.8% | $2,819+61.4% | $4,837-5.9% |
| Participant deferral / active EE | $7,629 | $5,087+50.0% | $4,398+73.5% | $6,341+20.3% |
| Admin fee / account holder | $6,501 | $11,228-42.1% | $7,407-12.2% | $12,309-47.2% |