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 | $16,825 | $183,519-90.8% | $155,509-89.2% | $145,922-88.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 78.2%-61.5pp | 80.3%-63.6pp |
| Annual return | 23.44% | 61.17%-37.7pp | 64.67%-41.2pp | 561.29%-537.8pp |
| Employer contribution / active EE | $2,336 | $5,313-56.0% | $4,672-50.0% | $4,660-49.9% |
| Participant deferral / active EE | $3,479 | $6,462-46.2% | $5,626-38.2% | $6,688-48.0% |
| Admin fee / account holder | $1,636 | $19,313-91.5% | $15,912-89.7% | $13,397-87.8% |