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 | $13,819 | $55,706-75.2% | $75,886-81.8% | $72,985-81.1% |
| Participation rate | 55.6% | 61.1%-5.6pp | 69.3%-13.7pp | 69.5%-13.9pp |
| Annual return | 191.84% | 27.59%+164.2pp | 30.76%+161.1pp | 81.00%+110.8pp |
| Employer contribution / active EE | $2,439 | $1,687+44.6% | $2,500-2.4% | $2,4400% |
| Participant deferral / active EE | $1,923 | $2,634-27.0% | $3,603-46.6% | $3,607-46.7% |
| Admin fee / account holder | $435 | $3,978-89.1% | $5,418-92.0% | $5,124-91.5% |