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 | $12,295 | $96,635-87.3% | $86,612-85.8% | $139,434-91.2% |
| Participation rate | 68.4% | 74.4%-6.0pp | 71.7%-3.3pp | 80.3%-11.9pp |
| Annual return | 23.50% | 106.41%-82.9pp | 591.07%-567.6pp | 372.94%-349.4pp |
| Employer contribution / active EE | $1,439 | $3,263-55.9% | $3,022-52.4% | $4,751-69.7% |
| Participant deferral / active EE | $3,850 | $4,836-20.4% | $4,438-13.2% | $6,710-42.6% |
| Admin fee / account holder | $1,865 | $6,408-70.9% | $5,614-66.8% | $11,403-83.6% |