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 10-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 | $9,983 | $102,966-90.3% | $90,281-88.9% | $152,861-93.5% |
| Participation rate | 57.1% | 75.9%-18.7pp | 73.3%-16.1pp | 82.4%-25.3pp |
| Annual return | 14.11% | 95.16%-81.1pp | 78.10%-64.0pp | 345.32%-331.2pp |
| Employer contribution / active EE | $1,883 | $3,139-40.0% | $2,854-34.0% | $4,762-60.5% |
| Participant deferral / active EE | $4,070 | $4,281-4.9% | $3,885+4.7% | $5,850-30.4% |
| Admin fee / account holder | $20,539 | $6,171+232.8% | $5,351+283.8% | $11,596+77.1% |