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 | $45,839 | $70,606-35.1% | $53,898-15.0% | $142,382-67.8% |
| Participation rate | 30.0% | 63.7%-33.7pp | 55.0%-25.0pp | 80.1%-50.1pp |
| Annual return | 11.61% | 619.81%-608.2pp | 528.60%-517.0pp | 217.08%-205.5pp |
| Employer contribution / active EE | $145 | $1,202-87.9% | $932-84.4% | $4,299-96.6% |
| Participant deferral / active EE | $726 | $2,364-69.3% | $1,826-60.3% | $6,507-88.8% |
| Admin fee / account holder | $869 | $2,852-69.5% | $2,491-65.1% | $12,624-93.1% |