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 | $23,068 | $49,173-53.1% | $121,098-81.0% | $75,163-69.3% |
| Participation rate | 40.3% | 55.4%-15.1pp | 69.5%-29.2pp | 67.2%-26.9pp |
| Annual return | 19.71% | 55.99%-36.3pp | 985.75%-966.0pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,034 | $1,546-33.1% | $4,164-75.2% | $2,670-61.3% |
| Participant deferral / active EE | $1,959 | $2,628-25.4% | $4,080-52.0% | $4,125-52.5% |
| Admin fee / account holder | $6,758 | $3,942+71.5% | $5,644+19.7% | $5,651+19.6% |