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 | $31,506 | $175,202-82.0% | $149,673-79.0% | $139,434-77.4% |
| Participation rate | 64.3% | 83.4%-19.1pp | 78.8%-14.5pp | 80.3%-16.0pp |
| Annual return | 15.12% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,269 | $5,474-76.8% | $4,818-73.7% | $4,751-73.3% |
| Participant deferral / active EE | $2,075 | $6,519-68.2% | $5,680-63.5% | $6,710-69.1% |
| Admin fee / account holder | $971 | $16,150-94.0% | $13,210-92.6% | $11,403-91.5% |