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 8-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 | $12,867 | $49,173-73.8% | $121,098-89.4% | $75,163-82.9% |
| Participation rate | 62.0% | 55.4%+6.6pp | 69.5%-7.5pp | 67.2%-5.2pp |
| Annual return | 28.73% | 55.99%-27.3pp | 985.75%-957.0pp | 160.62%-131.9pp |
| Employer contribution / active EE | $621 | $1,546-59.8% | $4,164-85.1% | $2,670-76.7% |
| Participant deferral / active EE | $3,187 | $2,628+21.3% | $4,080-21.9% | $4,125-22.7% |
| Admin fee / account holder | $408 | $3,942-89.7% | $5,644-92.8% | $5,651-92.8% |