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 | $17,428 | $90,348-80.7% | $75,972-77.1% | $145,922-88.1% |
| Participation rate | 41.7% | 74.5%-32.8pp | 69.1%-27.4pp | 80.3%-38.6pp |
| Annual return | 15.00% | 620.88%-605.9pp | 359.55%-344.5pp | 561.29%-546.3pp |
| Employer contribution / active EE | $1,373 | $3,311-58.5% | $2,685-48.9% | $4,660-70.5% |
| Participant deferral / active EE | $2,446 | $5,162-52.6% | $4,255-42.5% | $6,688-63.4% |
| Admin fee / account holder | $3,558 | $8,467-58.0% | $6,467-45.0% | $13,397-73.4% |