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 9-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 | $26,548 | $102,317-74.1% | $146,958-81.9% | $80,856-67.2% |
| Participation rate | 28.6% | 75.8%-47.3pp | 82.2%-53.6pp | 67.6%-39.1pp |
| Annual return | 13.06% | 134.76%-121.7pp | 418.34%-405.3pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,409 | $3,713-35.1% | $4,933-51.2% | $2,755-12.5% |
| Participant deferral / active EE | $6,424 | $6,644-3.3% | $8,070-20.4% | $4,296+49.6% |
| Admin fee / account holder | $1,248 | $7,941-84.3% | $12,998-90.4% | $6,918-82.0% |