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 | $16,109 | $107,334-85.0% | $92,893-82.7% | $152,861-89.5% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.4%-32.4pp |
| Annual return | 27.28% | 145.58%-118.3pp | 109.41%-82.1pp | 345.32%-318.0pp |
| Employer contribution / active EE | $1,888 | $4,221-55.3% | $3,653-48.3% | $4,762-60.4% |
| Participant deferral / active EE | $2,824 | $4,845-41.7% | $4,236-33.3% | $5,850-51.7% |
| Admin fee / account holder | $3,733 | $7,079-47.3% | $5,794-35.6% | $11,596-67.8% |