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 | $19,440 | $74,888-74.0% | $71,209-72.7% | $142,382-86.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.1%-21.3pp |
| Annual return | 19.42% | 345.14%-325.7pp | 282.51%-263.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,552 | $2,854-45.6% | $2,721-43.0% | $4,299-63.9% |
| Participant deferral / active EE | $4,300 | $4,454-3.5% | $4,175+3.0% | $6,507-33.9% |
| Admin fee / account holder | $3,238 | $5,568-41.8% | $5,349-39.5% | $12,624-74.3% |