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 | $23,111 | $159,901-85.5% | $146,958-84.3% | $145,922-84.2% |
| Participation rate | 35.7% | 84.0%-48.3pp | 82.2%-46.4pp | 80.3%-44.6pp |
| Annual return | 19.82% | 98.13%-78.3pp | 418.34%-398.5pp | 561.29%-541.5pp |
| Employer contribution / active EE | $1,143 | $5,286-78.4% | $4,933-76.8% | $4,660-75.5% |
| Participant deferral / active EE | $4,033 | $8,428-52.2% | $8,070-50.0% | $6,688-39.7% |
| Admin fee / account holder | $22,676 | $15,044+50.7% | $12,998+74.5% | $13,397+69.3% |