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 | $51,944 | $53,516-2.9% | $126,539-58.9% | $84,808-38.8% |
| Participation rate | 19.7% | 58.2%-38.6pp | 69.8%-50.1pp | 68.3%-48.6pp |
| Annual return | 17.36% | 58.34%-41.0pp | 425.95%-408.6pp | 40.90%-23.5pp |
| Employer contribution / active EE | $443 | $1,535-71.1% | $3,674-87.9% | $2,631-83.2% |
| Participant deferral / active EE | $1,069 | $2,671-60.0% | $4,083-73.8% | $4,212-74.6% |
| Admin fee / account holder | $13,348 | $4,497+196.9% | $6,065+120.1% | $7,344+81.8% |