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 | $9,105 | $70,756-87.1% | $65,493-86.1% | $142,382-93.6% |
| Participation rate | 56.5% | 77.4%-20.9pp | 73.1%-16.6pp | 80.1%-23.6pp |
| Annual return | 15.18% | 1754.89%-1739.7pp | 982.45%-967.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $239 | $2,881-91.7% | $2,574-90.7% | $4,299-94.4% |
| Participant deferral / active EE | $1,462 | $4,637-68.5% | $3,961-63.1% | $6,507-77.5% |
| Admin fee / account holder | $1,627 | $6,559-75.2% | $5,028-67.6% | $12,624-87.1% |