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 3-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 | $10,079 | $109,982-90.8% | $97,226-89.6% | $145,922-93.1% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 17.61% | 242.90%-225.3pp | 75.13%-57.5pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,407 | $3,084-54.4% | $2,729-48.4% | $4,660-69.8% |
| Participant deferral / active EE | $4,406 | $4,676-5.8% | $4,264+3.3% | $6,688-34.1% |
| Admin fee / account holder | $448 | $6,221-92.8% | $5,654-92.1% | $13,397-96.7% |