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 4-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 | $15,225 | $111,754-86.4% | $103,333-85.3% | $145,922-89.6% |
| Participation rate | 5.0% | 77.9%-72.9pp | 74.5%-69.5pp | 80.3%-75.3pp |
| Annual return | 14.61% | 24.77%-10.2pp | 24.88%-10.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $895 | $4,212-78.8% | $3,868-76.9% | $4,660-80.8% |
| Participant deferral / active EE | $1,672 | $5,619-70.2% | $5,057-66.9% | $6,688-75.0% |
| Admin fee / account holder | $309 | $9,750-96.8% | $8,355-96.3% | $13,397-97.7% |