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 | $14,737 | $34,308-57.0% | $74,701-80.3% | $72,985-79.8% |
| Participation rate | 57.7% | 42.4%+15.3pp | 54.5%+3.2pp | 69.5%-11.8pp |
| Annual return | 26.55% | 26.58%0pp | 752.92%-726.4pp | 81.00%-54.5pp |
| Employer contribution / active EE | $1,136 | $692+64.3% | $1,084+4.9% | $2,440-53.4% |
| Participant deferral / active EE | $2,406 | $1,271+89.2% | $1,964+22.5% | $3,607-33.3% |
| Admin fee / account holder | $451 | $2,124-78.8% | $3,333-86.5% | $5,124-91.2% |