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 | $51,037 | $135,635-62.4% | $110,238-53.7% | $135,375-62.3% |
| Participation rate | 63.6% | 83.5%-19.8pp | 79.8%-16.2pp | 82.6%-19.0pp |
| Annual return | 15.15% | 513.19%-498.0pp | 314.74%-299.6pp | 519.73%-504.6pp |
| Employer contribution / active EE | $1,196 | $4,906-75.6% | $3,826-68.7% | $4,779-75.0% |
| Participant deferral / active EE | $2,322 | $5,506-57.8% | $4,672-50.3% | $5,609-58.6% |
| Admin fee / account holder | $839 | $11,457-92.7% | $8,547-90.2% | $10,827-92.3% |