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 | $12,478 | $60,124-79.2% | $90,404-86.2% | $79,858-84.4% |
| Participation rate | 54.2% | 65.0%-10.8pp | 72.7%-18.5pp | 69.6%-15.5pp |
| Annual return | 20.44% | 71.94%-51.5pp | 1293.02%-1272.6pp | 31.71%-11.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,884 | $2,938-35.9% | $3,963-52.5% | $3,740-49.6% |
| Admin fee / account holder | $929 | $3,976-76.6% | $5,611-83.4% | $5,306-82.5% |