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 7-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 | $16,364 | $100,852-83.8% | $90,404-81.9% | $158,922-89.7% |
| Participation rate | 25.0% | 75.0%-50.0pp | 72.7%-47.7pp | 82.0%-57.0pp |
| Annual return | 68.38% | 1724.20%-1655.8pp | 1293.02%-1224.6pp | 302.83%-234.5pp |
| Employer contribution / active EE | $191 | $3,689-94.8% | $3,262-94.2% | $4,761-96.0% |
| Participant deferral / active EE | $1,126 | $4,348-74.1% | $3,963-71.6% | $5,982-81.2% |
| Admin fee / account holder | $11,642 | $6,501+79.1% | $5,611+107.5% | $11,246+3.5% |