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 5-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 | $15,134 | $156,846-90.4% | $121,098-87.5% | $139,434-89.1% |
| Participation rate | 26.3% | 76.4%-50.1pp | 69.5%-43.2pp | 80.3%-54.0pp |
| Annual return | 16.70% | 1474.56%-1457.9pp | 985.75%-969.0pp | 372.94%-356.2pp |
| Employer contribution / active EE | $770 | $5,536-86.1% | $4,164-81.5% | $4,751-83.8% |
| Participant deferral / active EE | $1,297 | $4,844-73.2% | $4,080-68.2% | $6,710-80.7% |
| Admin fee / account holder | $3,058 | $6,946-56.0% | $5,644-45.8% | $11,403-73.2% |