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 | $18,772 | $159,901-88.3% | $146,958-87.2% | $145,922-87.1% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 39.81% | 98.13%-58.3pp | 418.34%-378.5pp | 561.29%-521.5pp |
| Employer contribution / active EE | $1,239 | $5,286-76.6% | $4,933-74.9% | $4,660-73.4% |
| Participant deferral / active EE | $3,685 | $8,428-56.3% | $8,070-54.3% | $6,688-44.9% |
| Admin fee / account holder | $539 | $15,044-96.4% | $12,998-95.9% | $13,397-96.0% |