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 | $11,415 | $77,419-85.3% | $69,455-83.6% | $152,861-92.5% |
| Participation rate | 52.6% | 78.1%-25.5pp | 74.6%-22.0pp | 82.4%-29.8pp |
| Annual return | 25.29% | 39.06%-13.8pp | 28.97%-3.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $950 | $3,315-71.3% | $2,779-65.8% | $4,762-80.1% |
| Participant deferral / active EE | $2,730 | $4,414-38.1% | $3,535-22.8% | $5,850-53.3% |
| Admin fee / account holder | $7,172 | $6,207+15.5% | $3,839+86.8% | $11,596-38.2% |