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 5-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 | $28,944 | $100,773-71.3% | $88,946-67.5% | $142,382-79.7% |
| Participation rate | 66.7% | 74.3%-7.6pp | 68.8%-2.2pp | 80.1%-13.5pp |
| Annual return | 25.08% | 70.18%-45.1pp | 57.82%-32.7pp | 217.08%-192.0pp |
| Employer contribution / active EE | $2,140 | $2,918-26.7% | $2,555-16.3% | $4,299-50.2% |
| Participant deferral / active EE | $10,416 | $5,230+99.1% | $4,581+127.3% | $6,507+60.1% |
| Admin fee / account holder | $13,403 | $9,693+38.3% | $8,261+62.2% | $12,624+6.2% |