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 | $17,992 | $108,919-83.5% | $100,391-82.1% | $145,922-87.7% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 14.61% | 57.88%-43.3pp | 49.20%-34.6pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,527 | $4,419-65.5% | $3,942-61.3% | $4,660-67.2% |
| Participant deferral / active EE | $4,458 | $8,445-47.2% | $8,082-44.8% | $6,688-33.3% |
| Admin fee / account holder | $322 | $9,689-96.7% | $7,899-95.9% | $13,397-97.6% |