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 6-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 | $15,651 | $210,648-92.6% | $177,989-91.2% | $145,922-89.3% |
| Participation rate | 47.6% | 80.8%-33.1pp | 77.1%-29.5pp | 80.3%-32.7pp |
| Annual return | 8.48% | 385.86%-377.4pp | 294.48%-286.0pp | 561.29%-552.8pp |
| Employer contribution / active EE | $697 | $4,565-84.7% | $3,949-82.3% | $4,660-85.0% |
| Participant deferral / active EE | $1,311 | $6,958-81.2% | $6,276-79.1% | $6,688-80.4% |
| Admin fee / account holder | $1,031 | $12,013-91.4% | $10,363-90.1% | $13,397-92.3% |