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 8-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 | $11,460 | $100,852-88.6% | $90,404-87.3% | $158,922-92.8% |
| Participation rate | 31.3% | 75.0%-43.8pp | 72.7%-41.4pp | 82.0%-50.7pp |
| Annual return | 17.11% | 1724.20%-1707.1pp | 1293.02%-1275.9pp | 302.83%-285.7pp |
| Employer contribution / active EE | $517 | $3,689-86.0% | $3,262-84.2% | $4,761-89.2% |
| Participant deferral / active EE | $1,291 | $4,348-70.3% | $3,963-67.4% | $5,982-78.4% |
| Admin fee / account holder | $552 | $6,501-91.5% | $5,611-90.2% | $11,246-95.1% |