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 | $56,175 | $54,517+3.0% | $75,972-26.1% | $74,495-24.6% |
| Participation rate | 27.3% | 60.3%-33.0pp | 69.1%-41.8pp | 67.2%-39.9pp |
| Annual return | 16.43% | 31.82%-15.4pp | 359.55%-343.1pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $646 | $1,777-63.7% | $2,685-76.0% | $2,623-75.4% |
| Participant deferral / active EE | $1,412 | $3,066-53.9% | $4,255-66.8% | $4,346-67.5% |
| Admin fee / account holder | $1,761 | $2,229-21.0% | $6,467-72.8% | $1,942-9.3% |