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 | $10,540 | $88,751-88.1% | $81,812-87.1% | $145,922-92.8% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.3%-27.9pp | 80.3%-35.8pp |
| Annual return | 11.06% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $670 | $3,083-78.3% | $2,912-77.0% | $4,660-85.6% |
| Participant deferral / active EE | $1,499 | $4,643-67.7% | $4,319-65.3% | $6,688-77.6% |
| Admin fee / account holder | $9,048 | $8,415+7.5% | $7,386+22.5% | $13,397-32.5% |