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 4-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 | $12,035 | $99,877-87.9% | $84,966-85.8% | $145,922-91.8% |
| Participation rate | 45.5% | 74.1%-28.6pp | 67.5%-22.0pp | 80.3%-34.8pp |
| Annual return | 15.51% | 83.76%-68.3pp | 66.38%-50.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $790 | $3,231-75.5% | $2,727-71.0% | $4,660-83.0% |
| Participant deferral / active EE | $1,132 | $5,291-78.6% | $4,519-74.9% | $6,688-83.1% |
| Admin fee / account holder | $6,000 | $7,248-17.2% | $6,149-2.4% | $13,397-55.2% |