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 | $28,899 | $102,317-71.8% | $146,958-80.3% | $80,856-64.3% |
| Participation rate | 69.1% | 75.8%-6.7pp | 82.2%-13.0pp | 67.6%+1.5pp |
| Annual return | 15.82% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.8pp |
| Employer contribution / active EE | $1,333 | $3,713-64.1% | $4,933-73.0% | $2,755-51.6% |
| Participant deferral / active EE | $3,453 | $6,644-48.0% | $8,070-57.2% | $4,296-19.6% |
| Admin fee / account holder | $1,228 | $7,941-84.5% | $12,998-90.6% | $6,918-82.2% |