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 8-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 | $18,779 | $99,877-81.2% | $84,966-77.9% | $145,922-87.1% |
| Participation rate | 54.2% | 74.1%-19.9pp | 67.5%-13.3pp | 80.3%-26.1pp |
| Annual return | 10.66% | 83.76%-73.1pp | 66.38%-55.7pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,197 | $3,231-63.0% | $2,727-56.1% | $4,660-74.3% |
| Participant deferral / active EE | $1,639 | $5,291-69.0% | $4,519-63.7% | $6,688-75.5% |
| Admin fee / account holder | $3,129 | $7,248-56.8% | $6,149-49.1% | $13,397-76.6% |