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 5-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 | $20,335 | $169,032-88.0% | $129,207-84.3% | $145,922-86.1% |
| Participation rate | 50.0% | 76.4%-26.4pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 15.75% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.5pp |
| Employer contribution / active EE | $885 | $5,537-84.0% | $4,153-78.7% | $4,660-81.0% |
| Participant deferral / active EE | $500 | $4,987-90.0% | $4,168-88.0% | $6,688-92.5% |
| Admin fee / account holder | $1,387 | $9,954-86.1% | $7,715-82.0% | $13,397-89.6% |