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 | $16,874 | $114,047-85.2% | $96,139-82.4% | $167,490-89.9% |
| Participation rate | 55.6% | 75.1%-19.5pp | 68.4%-12.9pp | 82.1%-26.5pp |
| Annual return | 9.44% | 189.88%-180.4pp | 191.94%-182.5pp | 478.56%-469.1pp |
| Employer contribution / active EE | $7,848 | $3,427+129.0% | $2,797+180.6% | $4,837+62.2% |
| Participant deferral / active EE | $4,681 | $5,194-9.9% | $4,349+7.6% | $6,341-26.2% |
| Admin fee / account holder | $1,149 | $6,897-83.3% | $5,537-79.2% | $12,309-90.7% |