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 | $28,417 | $95,416-70.2% | $185,823-84.7% | $85,850-66.9% |
| Participation rate | 45.5% | 68.8%-23.3pp | 81.7%-36.2pp | 69.3%-23.9pp |
| Annual return | 19.04% | 23.59%-4.5pp | 122.05%-103.0pp | 318.53%-299.5pp |
| Employer contribution / active EE | $1,551 | $3,314-53.2% | $5,167-70.0% | $2,565-39.5% |
| Participant deferral / active EE | $2,492 | $3,423-27.2% | $5,568-55.2% | $3,952-36.9% |
| Admin fee / account holder | $786 | $7,213-89.1% | $16,237-95.2% | $6,260-87.4% |