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 | $16,711 | $76,738-78.2% | $56,411-70.4% | $145,922-88.5% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-46.9pp |
| Annual return | 18.78% | 2994.23%-2975.4pp | 1701.33%-1682.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,296 | $1,380-6.1% | $1,039+24.8% | $4,660-72.2% |
| Participant deferral / active EE | $1,920 | $2,623-26.8% | $1,952-1.6% | $6,688-71.3% |
| Admin fee / account holder | $5,066 | $3,334+52.0% | $2,829+79.1% | $13,397-62.2% |