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 8-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 | $52,552 | $49,922+5.3% | $80,569-34.8% | $75,163-30.1% |
| Participation rate | 9.0% | 55.3%-46.3pp | 67.0%-58.0pp | 67.2%-58.2pp |
| Annual return | 20.84% | 34.69%-13.9pp | 935.43%-914.6pp | 160.62%-139.8pp |
| Employer contribution / active EE | $583 | $1,698-65.7% | $2,723-78.6% | $2,670-78.2% |
| Participant deferral / active EE | $1,028 | $2,990-65.6% | $4,447-76.9% | $4,125-75.1% |
| Admin fee / account holder | $631 | $3,577-82.4% | $5,377-88.3% | $5,651-88.8% |