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 | $25,685 | $70,606-63.6% | $53,898-52.3% | $142,382-82.0% |
| Participation rate | 17.4% | 63.7%-46.3pp | 55.0%-37.6pp | 80.1%-62.7pp |
| Annual return | 16.65% | 619.81%-603.2pp | 528.60%-512.0pp | 217.08%-200.4pp |
| Employer contribution / active EE | $810 | $1,202-32.6% | $932-13.0% | $4,299-81.1% |
| Participant deferral / active EE | $2,757 | $2,364+16.6% | $1,826+50.9% | $6,507-57.6% |
| Admin fee / account holder | $16,461 | $2,852+477.2% | $2,491+560.9% | $12,624+30.4% |