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 6-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 | $20,048 | $99,918-79.9% | $81,382-75.4% | $145,922-86.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 10.27% | 34.32%-24.1pp | 24.73%-14.5pp | 561.29%-551.0pp |
| Employer contribution / active EE | $1,625 | $2,978-45.4% | $2,463-34.0% | $4,660-65.1% |
| Participant deferral / active EE | $1,625 | $4,605-64.7% | $3,883-58.2% | $6,688-75.7% |
| Admin fee / account holder | $18,659 | $8,212+127.2% | $5,768+223.5% | $13,397+39.3% |