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 | $14,165 | $102,616-86.2% | $81,983-82.7% | $158,922-91.1% |
| Participation rate | 57.1% | 75.5%-18.4pp | 69.2%-12.1pp | 82.0%-24.8pp |
| Annual return | 9.22% | 61.04%-51.8pp | 41.31%-32.1pp | 302.83%-293.6pp |
| Employer contribution / active EE | $0 | $3,240-100.0% | $2,498-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,244 | $4,648-8.7% | $3,722+14.0% | $5,982-29.1% |
| Admin fee / account holder | $3,565 | $8,235-56.7% | $5,664-37.1% | $11,246-68.3% |