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 | $8,879 | $88,751-90.0% | $81,812-89.1% | $145,922-93.9% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 17.42% | 1025.40%-1008.0pp | 773.79%-756.4pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,583 | $3,083-48.7% | $2,912-45.7% | $4,660-66.0% |
| Participant deferral / active EE | $10,317 | $4,643+122.2% | $4,319+138.9% | $6,688+54.3% |
| Admin fee / account holder | $13,573 | $8,415+61.3% | $7,386+83.8% | $13,397+1.3% |