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 | $25,088 | $85,766-70.7% | $136,294-81.6% | $70,131-64.2% |
| Participation rate | 65.4% | 74.2%-8.8pp | 81.9%-16.5pp | 69.5%-4.2pp |
| Annual return | 37.96% | 31.45%+6.5pp | 5155.94%-5118.0pp | 73.14%-35.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,697 | $5,051-46.6% | $6,247-56.8% | $3,332-19.0% |
| Admin fee / account holder | $12,595 | $5,420+132.4% | $9,243+36.3% | $4,645+171.1% |