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 5-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 | $15,790 | $111,724-85.9% | $93,606-83.1% | $145,922-89.2% |
| Participation rate | 58.3% | 74.2%-15.9pp | 68.7%-10.4pp | 80.3%-21.9pp |
| Annual return | 24.27% | 202.98%-178.7pp | 133.20%-108.9pp | 561.29%-537.0pp |
| Employer contribution / active EE | $752 | $3,090-75.7% | $2,420-68.9% | $4,660-83.9% |
| Participant deferral / active EE | $2,369 | $4,912-51.8% | $4,411-46.3% | $6,688-64.6% |
| Admin fee / account holder | $3,287 | $10,250-67.9% | $8,285-60.3% | $13,397-75.5% |