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 | $19,354 | $96,635-80.0% | $86,612-77.7% | $139,434-86.1% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 14.51% | 106.41%-91.9pp | 591.07%-576.6pp | 372.94%-358.4pp |
| Employer contribution / active EE | $2,472 | $3,263-24.3% | $3,022-18.2% | $4,751-48.0% |
| Participant deferral / active EE | $2,246 | $4,836-53.6% | $4,438-49.4% | $6,710-66.5% |
| Admin fee / account holder | $8,481 | $6,408+32.3% | $5,614+51.1% | $11,403-25.6% |