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 | $26,647 | $90,348-70.5% | $75,972-64.9% | $145,922-81.7% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 14.87% | 620.88%-606.0pp | 359.55%-344.7pp | 561.29%-546.4pp |
| Employer contribution / active EE | $1,732 | $3,311-47.7% | $2,685-35.5% | $4,660-62.8% |
| Participant deferral / active EE | $3,545 | $5,162-31.3% | $4,255-16.7% | $6,688-47.0% |
| Admin fee / account holder | $1,315 | $8,467-84.5% | $6,467-79.7% | $13,397-90.2% |