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 | $34,426 | $106,515-67.7% | $96,683-64.4% | $139,434-75.3% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 52.39% | 38.43%+14.0pp | 35.69%+16.7pp | 372.94%-320.6pp |
| Employer contribution / active EE | $2,089 | $4,103-49.1% | $3,737-44.1% | $4,751-56.0% |
| Participant deferral / active EE | $9,396 | $5,454+72.3% | $4,878+92.6% | $6,710+40.0% |
| Admin fee / account holder | $987 | $7,877-87.5% | $6,730-85.3% | $11,403-91.3% |