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 | $21,113 | $210,648-90.0% | $177,989-88.1% | $145,922-85.5% |
| Participation rate | 53.3% | 80.8%-27.4pp | 77.1%-23.8pp | 80.3%-26.9pp |
| Annual return | 9.04% | 385.86%-376.8pp | 294.48%-285.4pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,045 | $4,565-77.1% | $3,949-73.5% | $4,660-77.6% |
| Participant deferral / active EE | $1,805 | $6,958-74.1% | $6,276-71.2% | $6,688-73.0% |
| Admin fee / account holder | $11,368 | $12,013-5.4% | $10,363+9.7% | $13,397-15.1% |