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 | $30,636 | $165,335-81.5% | $149,696-79.5% | $158,922-80.7% |
| Participation rate | 69.6% | 84.6%-15.0pp | 82.5%-12.9pp | 82.0%-12.4pp |
| Annual return | 22.02% | 348.15%-326.1pp | 276.60%-254.6pp | 302.83%-280.8pp |
| Employer contribution / active EE | $3,275 | $5,103-35.8% | $4,644-29.5% | $4,761-31.2% |
| Participant deferral / active EE | $5,635 | $7,181-21.5% | $6,842-17.6% | $5,982-5.8% |
| Admin fee / account holder | $2,365 | $10,807-78.1% | $9,309-74.6% | $11,246-79.0% |