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 9-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 | $22,846 | $57,281-60.1% | $86,612-73.6% | $75,163-69.6% |
| Participation rate | 45.5% | 63.2%-17.7pp | 71.7%-26.2pp | 67.2%-21.7pp |
| Annual return | 23.22% | 2670.75%-2647.5pp | 591.07%-567.9pp | 160.62%-137.4pp |
| Employer contribution / active EE | $401 | $2,314-82.7% | $3,022-86.7% | $2,670-85.0% |
| Participant deferral / active EE | $1,156 | $3,318-65.1% | $4,438-73.9% | $4,125-72.0% |
| Admin fee / account holder | $4,010 | $4,112-2.5% | $5,614-28.6% | $5,651-29.0% |