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 3-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 | $10,518 | $114,381-90.8% | $107,525-90.2% | $142,382-92.6% |
| Participation rate | 65.2% | 78.1%-12.9pp | 75.1%-9.9pp | 80.1%-14.9pp |
| Annual return | 26.15% | 242.71%-216.6pp | 181.32%-155.2pp | 217.08%-190.9pp |
| Employer contribution / active EE | $1,962 | $4,015-51.1% | $3,754-47.7% | $4,299-54.4% |
| Participant deferral / active EE | $5,564 | $5,5640% | $5,116+8.8% | $6,507-14.5% |
| Admin fee / account holder | $758 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |