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 | $54,016 | $157,256-65.7% | $141,162-61.7% | $152,861-64.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.4%-32.4pp |
| Annual return | 16.67% | 64.32%-47.7pp | 71.39%-54.7pp | 345.32%-328.6pp |
| Employer contribution / active EE | $1,064 | $5,261-79.8% | $4,735-77.5% | $4,762-77.7% |
| Participant deferral / active EE | $7,214 | $7,109+1.5% | $6,709+7.5% | $5,850+23.3% |
| Admin fee / account holder | $509 | $12,120-95.8% | $10,261-95.0% | $11,596-95.6% |