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 | $19,290 | $108,642-82.2% | $74,701-74.2% | $152,861-87.4% |
| Participation rate | 50.0% | 65.3%-15.3pp | 54.5%-4.5pp | 82.4%-32.4pp |
| Annual return | 18.77% | 114.06%-95.3pp | 752.92%-734.1pp | 345.32%-326.5pp |
| Employer contribution / active EE | $2,862 | $1,503+90.4% | $1,084+164.1% | $4,762-39.9% |
| Participant deferral / active EE | $2,353 | $2,712-13.3% | $1,964+19.8% | $5,850-59.8% |
| Admin fee / account holder | $637 | $4,902-87.0% | $3,333-80.9% | $11,596-94.5% |