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 | $17,642 | $56,317-68.7% | $71,209-75.2% | $74,304-76.3% |
| Participation rate | 42.0% | 55.1%-13.1pp | 73.8%-31.8pp | 60.3%-18.3pp |
| Annual return | 130.48% | 42.83%+87.7pp | 282.51%-152.0pp | 29.43%+101.1pp |
| Employer contribution / active EE | $680 | $2,160-68.5% | $2,721-75.0% | $2,241-69.7% |
| Participant deferral / active EE | $1,707 | $2,788-38.8% | $4,175-59.1% | $3,767-54.7% |
| Admin fee / account holder | $15,089 | $2,290+559.0% | $5,349+182.1% | $2,969+408.2% |