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 | $12,010 | $84,696-85.8% | $75,696-84.1% | $167,490-92.8% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.8%-24.8pp | 82.1%-32.1pp |
| Annual return | 16.33% | 199.36%-183.0pp | 104.53%-88.2pp | 478.56%-462.2pp |
| Employer contribution / active EE | $1,333 | $3,230-58.7% | $2,743-51.4% | $4,837-72.4% |
| Participant deferral / active EE | $1,429 | $4,580-68.8% | $3,821-62.6% | $6,341-77.5% |
| Admin fee / account holder | $519 | $5,355-90.3% | $3,619-85.7% | $12,309-95.8% |