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 3-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 | $22,713 | $169,032-86.6% | $129,207-82.4% | $145,922-84.4% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 23.40% | 14330.11%-14306.7pp | 9417.33%-9393.9pp | 561.29%-537.9pp |
| Employer contribution / active EE | $1,601 | $5,537-71.1% | $4,153-61.5% | $4,660-65.6% |
| Participant deferral / active EE | $4,534 | $4,987-9.1% | $4,168+8.8% | $6,688-32.2% |
| Admin fee / account holder | $340 | $9,954-96.6% | $7,715-95.6% | $13,397-97.5% |