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 | $28,552 | $109,817-74.0% | $98,442-71.0% | $167,490-83.0% |
| Participation rate | 55.6% | 75.8%-20.3pp | 73.3%-17.8pp | 82.1%-26.5pp |
| Annual return | 11.49% | 1956.69%-1945.2pp | 1492.73%-1481.2pp | 478.56%-467.1pp |
| Employer contribution / active EE | $870 | $3,224-73.0% | $2,960-70.6% | $4,837-82.0% |
| Participant deferral / active EE | $1,086 | $4,673-76.8% | $4,276-74.6% | $6,341-82.9% |
| Admin fee / account holder | $484 | $6,753-92.8% | $5,949-91.9% | $12,309-96.1% |