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 | $31,000 | $102,966-69.9% | $90,281-65.7% | $152,861-79.7% |
| Participation rate | 66.7% | 75.9%-9.2pp | 73.3%-6.6pp | 82.4%-15.8pp |
| Annual return | 29.88% | 95.16%-65.3pp | 78.10%-48.2pp | 345.32%-315.4pp |
| Employer contribution / active EE | $3,775 | $3,139+20.3% | $2,854+32.2% | $4,762-20.7% |
| Participant deferral / active EE | $6,987 | $4,281+63.2% | $3,885+79.8% | $5,850+19.4% |
| Admin fee / account holder | $610 | $6,171-90.1% | $5,351-88.6% | $11,596-94.7% |