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 | $21,670 | $158,398-86.3% | $126,539-82.9% | $142,382-84.8% |
| Participation rate | 50.0% | 75.8%-25.8pp | 69.8%-19.8pp | 80.1%-30.1pp |
| Annual return | 16.67% | 593.76%-577.1pp | 425.95%-409.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,797 | $4,650-61.4% | $3,674-51.1% | $4,299-58.2% |
| Participant deferral / active EE | $5,015 | $4,767+5.2% | $4,083+22.8% | $6,507-22.9% |
| Admin fee / account holder | $806 | $6,918-88.3% | $6,065-86.7% | $12,624-93.6% |