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 | $17,961 | $100,852-82.2% | $90,404-80.1% | $158,922-88.7% |
| Participation rate | 58.3% | 75.0%-16.7pp | 72.7%-14.3pp | 82.0%-23.6pp |
| Annual return | 23.32% | 1724.20%-1700.9pp | 1293.02%-1269.7pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,784 | $3,689-51.6% | $3,262-45.3% | $4,761-62.5% |
| Participant deferral / active EE | $4,027 | $4,348-7.4% | $3,963+1.6% | $5,982-32.7% |
| Admin fee / account holder | $1,065 | $6,501-83.6% | $5,611-81.0% | $11,246-90.5% |