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 | $31,115 | $102,966-69.8% | $90,281-65.5% | $152,861-79.6% |
| Participation rate | 44.4% | 75.9%-31.4pp | 73.3%-28.8pp | 82.4%-38.0pp |
| Annual return | 15.59% | 95.16%-79.6pp | 78.10%-62.5pp | 345.32%-329.7pp |
| Employer contribution / active EE | $510 | $3,139-83.8% | $2,854-82.1% | $4,762-89.3% |
| Participant deferral / active EE | $1,917 | $4,281-55.2% | $3,885-50.7% | $5,850-67.2% |
| Admin fee / account holder | $13,740 | $6,171+122.7% | $5,351+156.8% | $11,596+18.5% |