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 | $14,356 | $49,922-71.2% | $80,569-82.2% | $75,163-80.9% |
| Participation rate | 69.1% | 55.3%+13.8pp | 67.0%+2.1pp | 67.2%+1.9pp |
| Annual return | 23.52% | 34.69%-11.2pp | 935.43%-911.9pp | 160.62%-137.1pp |
| Employer contribution / active EE | $2,865 | $1,698+68.7% | $2,723+5.2% | $2,670+7.3% |
| Participant deferral / active EE | $1,130 | $2,990-62.2% | $4,447-74.6% | $4,125-72.6% |
| Admin fee / account holder | $2,333 | $3,577-34.8% | $5,377-56.6% | $5,651-58.7% |