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 | $17,732 | $108,919-83.7% | $100,391-82.3% | $145,922-87.8% |
| Participation rate | 66.7% | 82.9%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 21.14% | 57.88%-36.7pp | 49.20%-28.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,052 | $4,419+14.3% | $3,942+28.2% | $4,660+8.4% |
| Participant deferral / active EE | $6,222 | $8,445-26.3% | $8,082-23.0% | $6,688-7.0% |
| Admin fee / account holder | $477 | $9,689-95.1% | $7,899-94.0% | $13,397-96.4% |