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 | $14,378 | $69,207-79.2% | $64,056-77.6% | $139,434-89.7% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.3%-12.3pp | 80.3%-20.3pp |
| Annual return | 14.61% | 45.88%-31.3pp | 33.69%-19.1pp | 372.94%-358.3pp |
| Employer contribution / active EE | $1,560 | $3,182-51.0% | $2,747-43.2% | $4,751-67.2% |
| Participant deferral / active EE | $1,560 | $4,682-66.7% | $3,880-59.8% | $6,710-76.8% |
| Admin fee / account holder | $321 | $4,244-92.4% | $3,068-89.5% | $11,403-97.2% |