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 | $11,800 | $57,281-79.4% | $86,612-86.4% | $75,163-84.3% |
| Participation rate | 69.5% | 63.2%+6.3pp | 71.7%-2.2pp | 67.2%+2.3pp |
| Annual return | 20.35% | 2670.75%-2650.4pp | 591.07%-570.7pp | 160.62%-140.3pp |
| Employer contribution / active EE | $1,263 | $2,314-45.4% | $3,022-58.2% | $2,670-52.7% |
| Participant deferral / active EE | $2,586 | $3,318-22.1% | $4,438-41.7% | $4,125-37.3% |
| Admin fee / account holder | $1,461 | $4,112-64.5% | $5,614-74.0% | $5,651-74.2% |