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 7-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 | $22,973 | $109,982-79.1% | $97,226-76.4% | $145,922-84.3% |
| Participation rate | 52.4% | 75.9%-23.6pp | 72.7%-20.3pp | 80.3%-27.9pp |
| Annual return | 14.54% | 242.90%-228.4pp | 75.13%-60.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,509 | $3,084-51.1% | $2,729-44.7% | $4,660-67.6% |
| Participant deferral / active EE | $3,682 | $4,676-21.3% | $4,264-13.7% | $6,688-45.0% |
| Admin fee / account holder | $535 | $6,221-91.4% | $5,654-90.5% | $13,397-96.0% |