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 3-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 | $14,934 | $99,918-85.1% | $81,382-81.7% | $145,922-89.8% |
| Participation rate | 16.7% | 74.2%-57.5pp | 69.5%-52.8pp | 80.3%-63.6pp |
| Annual return | 17.10% | 34.32%-17.2pp | 24.73%-7.6pp | 561.29%-544.2pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,214 | $4,605-73.6% | $3,883-68.7% | $6,688-81.8% |
| Admin fee / account holder | $1,949 | $8,212-76.3% | $5,768-66.2% | $13,397-85.5% |