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 7-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 | $11,508 | $96,635-88.1% | $86,612-86.7% | $139,434-91.7% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 10.96% | 106.41%-95.5pp | 591.07%-580.1pp | 372.94%-362.0pp |
| Employer contribution / active EE | $2,550 | $3,263-21.9% | $3,022-15.6% | $4,751-46.3% |
| Participant deferral / active EE | $3,672 | $4,836-24.1% | $4,438-17.2% | $6,710-45.3% |
| Admin fee / account holder | $456 | $6,408-92.9% | $5,614-91.9% | $11,403-96.0% |