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 | $17,954 | $62,132-71.1% | $185,823-90.3% | $73,488-75.6% |
| Participation rate | 54.5% | 67.8%-13.4pp | 78.0%-23.6pp | 70.7%-16.2pp |
| Annual return | 56.66% | 20.44%+36.2pp | 35.95%+20.7pp | 28.51%+28.1pp |
| Employer contribution / active EE | $1,115 | $1,681-33.7% | $4,087-72.7% | $2,270-50.9% |
| Participant deferral / active EE | $2,018 | $3,711-45.6% | $5,632-64.2% | $3,740-46.0% |
| Admin fee / account holder | $678 | $419+61.9% | $9,500-92.9% | $513+32.1% |