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 6-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 | $25,426 | $95,561-73.4% | $77,163-67.0% | $139,434-81.8% |
| Participation rate | 50.0% | 73.9%-23.9pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 9.84% | 54.92%-45.1pp | 37.87%-28.0pp | 372.94%-363.1pp |
| Employer contribution / active EE | $2,015 | $3,147-36.0% | $2,535-20.5% | $4,751-57.6% |
| Participant deferral / active EE | $3,829 | $4,624-17.2% | $3,833-0.1% | $6,710-42.9% |
| Admin fee / account holder | $17,113 | $8,295+106.3% | $5,472+212.7% | $11,403+50.1% |