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 | $14,473 | $65,409-77.9% | $98,442-85.3% | $85,850-83.1% |
| Participation rate | 42.3% | 65.0%-22.7pp | 73.3%-31.0pp | 69.3%-27.0pp |
| Annual return | 13.45% | 21.76%-8.3pp | 1492.73%-1479.3pp | 318.53%-305.1pp |
| Employer contribution / active EE | $628 | $2,168-71.0% | $2,960-78.8% | $2,565-75.5% |
| Participant deferral / active EE | $1,987 | $3,166-37.2% | $4,276-53.5% | $3,952-49.7% |
| Admin fee / account holder | $336 | $4,593-92.7% | $5,949-94.3% | $6,260-94.6% |