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 | $22,635 | $121,625-81.4% | $104,607-78.4% | $158,922-85.8% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 17.22% | 465.26%-448.0pp | 340.46%-323.2pp | 302.83%-285.6pp |
| Employer contribution / active EE | $618 | $3,163-80.5% | $2,681-77.0% | $4,761-87.0% |
| Participant deferral / active EE | $1,504 | $4,177-64.0% | $3,740-59.8% | $5,982-74.9% |
| Admin fee / account holder | $306 | $7,787-96.1% | $6,473-95.3% | $11,246-97.3% |