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 | $16,753 | $96,635-82.7% | $86,612-80.7% | $139,434-88.0% |
| Participation rate | 35.7% | 74.4%-38.7pp | 71.7%-36.0pp | 80.3%-44.6pp |
| Annual return | 21.55% | 106.41%-84.9pp | 591.07%-569.5pp | 372.94%-351.4pp |
| Employer contribution / active EE | $463 | $3,263-85.8% | $3,022-84.7% | $4,751-90.2% |
| Participant deferral / active EE | $3,430 | $4,836-29.1% | $4,438-22.7% | $6,710-48.9% |
| Admin fee / account holder | $500 | $6,408-92.2% | $5,614-91.1% | $11,403-95.6% |