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 | $21,164 | $210,648-90.0% | $177,989-88.1% | $145,922-85.5% |
| Participation rate | 56.3% | 80.8%-24.5pp | 77.1%-20.8pp | 80.3%-24.0pp |
| Annual return | 22.85% | 385.86%-363.0pp | 294.48%-271.6pp | 561.29%-538.4pp |
| Employer contribution / active EE | $3,929 | $4,565-13.9% | $3,949-0.5% | $4,660-15.7% |
| Participant deferral / active EE | $6,536 | $6,958-6.1% | $6,276+4.1% | $6,688-2.3% |
| Admin fee / account holder | $3,000 | $12,013-75.0% | $10,363-71.0% | $13,397-77.6% |