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 | $18,308 | $60,124-69.5% | $90,404-79.7% | $79,858-77.1% |
| Participation rate | 53.6% | 65.0%-11.4pp | 72.7%-19.1pp | 69.6%-16.1pp |
| Annual return | 19.76% | 71.94%-52.2pp | 1293.02%-1273.3pp | 31.71%-12.0pp |
| Employer contribution / active EE | $1,496 | $2,068-27.7% | $3,262-54.1% | $2,471-39.5% |
| Participant deferral / active EE | $3,278 | $2,938+11.6% | $3,963-17.3% | $3,740-12.4% |
| Admin fee / account holder | $1,411 | $3,976-64.5% | $5,611-74.9% | $5,306-73.4% |