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 | $17,412 | $202,432-91.4% | $169,368-89.7% | $139,434-87.5% |
| Participation rate | 33.3% | 81.1%-47.7pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 23.19% | 531.74%-508.5pp | 405.60%-382.4pp | 372.94%-349.7pp |
| Employer contribution / active EE | $7,123 | $4,692+51.8% | $4,013+77.5% | $4,751+49.9% |
| Participant deferral / active EE | $11,399 | $6,938+64.3% | $6,221+83.2% | $6,710+69.9% |
| Admin fee / account holder | $951 | $10,708-91.1% | $9,003-89.4% | $11,403-91.7% |