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 | $22,737 | $103,376-78.0% | $87,100-73.9% | $152,861-85.1% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.9%-26.9pp | 82.4%-32.4pp |
| Annual return | 22.64% | 28.10%-5.5pp | 28.19%-5.5pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,978 | $3,220-38.6% | $2,521-21.6% | $4,762-58.5% |
| Participant deferral / active EE | $4,339 | $4,778-9.2% | $4,049+7.2% | $5,850-25.8% |
| Admin fee / account holder | $13,772 | $12,205+12.8% | $7,497+83.7% | $11,596+18.8% |