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 | $18,587 | $114,047-83.7% | $96,139-80.7% | $167,490-88.9% |
| Participation rate | 18.2% | 75.1%-56.9pp | 68.4%-50.3pp | 82.1%-63.9pp |
| Annual return | 16.30% | 189.88%-173.6pp | 191.94%-175.6pp | 478.56%-462.3pp |
| Employer contribution / active EE | $490 | $3,427-85.7% | $2,797-82.5% | $4,837-89.9% |
| Participant deferral / active EE | $1,063 | $5,194-79.5% | $4,349-75.6% | $6,341-83.2% |
| Admin fee / account holder | $1,557 | $6,897-77.4% | $5,537-71.9% | $12,309-87.4% |