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 3-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 | $24,629 | $58,208-57.7% | $81,812-69.9% | $80,856-69.5% |
| Participation rate | 64.9% | 63.4%+1.4pp | 72.3%-7.5pp | 67.6%-2.8pp |
| Annual return | 18.47% | 41.66%-23.2pp | 773.79%-755.3pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,866 | $2,340-20.3% | $2,912-35.9% | $2,755-32.3% |
| Participant deferral / active EE | $5,181 | $3,281+57.9% | $4,319+20.0% | $4,296+20.6% |
| Admin fee / account holder | $756 | $4,981-84.8% | $7,386-89.8% | $6,918-89.1% |