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 7-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 | $16,328 | $100,852-83.8% | $90,404-81.9% | $158,922-89.7% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.7%-9.0pp | 82.0%-18.3pp |
| Annual return | 25.63% | 1724.20%-1698.6pp | 1293.02%-1267.4pp | 302.83%-277.2pp |
| Employer contribution / active EE | $1,391 | $3,689-62.3% | $3,262-57.4% | $4,761-70.8% |
| Participant deferral / active EE | $3,144 | $4,348-27.7% | $3,963-20.7% | $5,982-47.4% |
| Admin fee / account holder | $450 | $6,501-93.1% | $5,611-92.0% | $11,246-96.0% |