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 | $14,119 | $53,516-73.6% | $126,539-88.8% | $84,808-83.4% |
| Participation rate | 28.2% | 58.2%-30.0pp | 69.8%-41.6pp | 68.3%-40.1pp |
| Annual return | 82.09% | 58.34%+23.8pp | 425.95%-343.9pp | 40.90%+41.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,210 | $2,671-54.7% | $4,083-70.4% | $4,212-71.3% |
| Admin fee / account holder | $5,220 | $4,497+16.1% | $6,065-13.9% | $7,344-28.9% |