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 | $18,048 | $102,604-82.4% | $86,188-79.1% | $139,434-87.1% |
| Participation rate | 68.4% | 74.5%-6.1pp | 69.0%-0.5pp | 80.3%-11.9pp |
| Annual return | 22.53% | 1922.51%-1900.0pp | 1168.45%-1145.9pp | 372.94%-350.4pp |
| Employer contribution / active EE | $2,344 | $3,032-22.7% | $2,380-1.5% | $4,751-50.7% |
| Participant deferral / active EE | $3,867 | $4,676-17.3% | $3,985-3.0% | $6,710-42.4% |
| Admin fee / account holder | $765 | $8,657-91.2% | $6,852-88.8% | $11,403-93.3% |