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 8-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 | $16,124 | $121,625-86.7% | $104,607-84.6% | $158,922-89.9% |
| Participation rate | 25.0% | 77.5%-52.5pp | 74.1%-49.1pp | 82.0%-57.0pp |
| Annual return | 16.34% | 465.26%-448.9pp | 340.46%-324.1pp | 302.83%-286.5pp |
| Employer contribution / active EE | $500 | $3,163-84.2% | $2,681-81.3% | $4,761-89.5% |
| Participant deferral / active EE | $1,536 | $4,177-63.2% | $3,740-58.9% | $5,982-74.3% |
| Admin fee / account holder | $470 | $7,787-94.0% | $6,473-92.7% | $11,246-95.8% |