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 | $14,992 | $54,517-72.5% | $75,972-80.3% | $74,495-79.9% |
| Participation rate | 36.8% | 60.3%-23.5pp | 69.1%-32.3pp | 67.2%-30.4pp |
| Annual return | 22.55% | 31.82%-9.3pp | 359.55%-337.0pp | 1364.94%-1342.4pp |
| Employer contribution / active EE | $761 | $1,777-57.2% | $2,685-71.7% | $2,623-71.0% |
| Participant deferral / active EE | $1,734 | $3,066-43.4% | $4,255-59.3% | $4,346-60.1% |
| Admin fee / account holder | $1,547 | $2,229-30.6% | $6,467-76.1% | $1,942-20.3% |