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 | $23,541 | $107,334-78.1% | $92,893-74.7% | $152,861-84.6% |
| Participation rate | 45.0% | 79.8%-34.8pp | 76.0%-31.0pp | 82.4%-37.4pp |
| Annual return | 19.32% | 145.58%-126.3pp | 109.41%-90.1pp | 345.32%-326.0pp |
| Employer contribution / active EE | $1,550 | $4,221-63.3% | $3,653-57.6% | $4,762-67.4% |
| Participant deferral / active EE | $2,491 | $4,845-48.6% | $4,236-41.2% | $5,850-57.4% |
| Admin fee / account holder | $1,489 | $7,079-79.0% | $5,794-74.3% | $11,596-87.2% |