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 | $14,420 | $106,515-86.5% | $96,683-85.1% | $139,434-89.7% |
| Participation rate | 14.3% | 77.8%-63.6pp | 74.3%-60.1pp | 80.3%-66.0pp |
| Annual return | 19.41% | 38.43%-19.0pp | 35.69%-16.3pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,290 | $4,103-68.6% | $3,737-65.5% | $4,751-72.9% |
| Participant deferral / active EE | $3,187 | $5,454-41.6% | $4,878-34.7% | $6,710-52.5% |
| Admin fee / account holder | $17,528 | $7,877+122.5% | $6,730+160.5% | $11,403+53.7% |