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 | $15,700 | $90,348-82.6% | $75,972-79.3% | $145,922-89.2% |
| Participation rate | 25.0% | 74.5%-49.5pp | 69.1%-44.1pp | 80.3%-55.3pp |
| Annual return | 18.88% | 620.88%-602.0pp | 359.55%-340.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $1,550 | $3,311-53.2% | $2,685-42.3% | $4,660-66.7% |
| Participant deferral / active EE | $3,162 | $5,162-38.7% | $4,255-25.7% | $6,688-52.7% |
| Admin fee / account holder | $10,951 | $8,467+29.3% | $6,467+69.3% | $13,397-18.3% |