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 8-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 | $15,783 | $158,398-90.0% | $126,539-87.5% | $142,382-88.9% |
| Participation rate | 40.0% | 75.8%-35.8pp | 69.8%-29.8pp | 80.1%-40.1pp |
| Annual return | 19.82% | 593.76%-573.9pp | 425.95%-406.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $983 | $4,650-78.9% | $3,674-73.2% | $4,299-77.1% |
| Participant deferral / active EE | $1,270 | $4,767-73.4% | $4,083-68.9% | $6,507-80.5% |
| Admin fee / account holder | $561 | $6,918-91.9% | $6,065-90.8% | $12,624-95.6% |