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 | $14,681 | $70,756-79.3% | $65,493-77.6% | $142,382-89.7% |
| Participation rate | 63.6% | 77.4%-13.7pp | 73.1%-9.5pp | 80.1%-16.5pp |
| Annual return | 16.90% | 1754.89%-1738.0pp | 982.45%-965.5pp | 217.08%-200.2pp |
| Employer contribution / active EE | $1,324 | $2,881-54.0% | $2,574-48.5% | $4,299-69.2% |
| Participant deferral / active EE | $3,497 | $4,637-24.6% | $3,961-11.7% | $6,507-46.3% |
| Admin fee / account holder | $5,884 | $6,559-10.3% | $5,028+17.0% | $12,624-53.4% |