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 | $17,281 | $210,648-91.8% | $177,989-90.3% | $145,922-88.2% |
| Participation rate | 68.2% | 80.8%-12.6pp | 77.1%-8.9pp | 80.3%-12.1pp |
| Annual return | 20.47% | 385.86%-365.4pp | 294.48%-274.0pp | 561.29%-540.8pp |
| Employer contribution / active EE | $1,135 | $4,565-75.1% | $3,949-71.3% | $4,660-75.6% |
| Participant deferral / active EE | $2,096 | $6,958-69.9% | $6,276-66.6% | $6,688-68.7% |
| Admin fee / account holder | $5,457 | $12,013-54.6% | $10,363-47.3% | $13,397-59.3% |