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 | $18,000 | $118,849-84.9% | $96,562-81.4% | $167,490-89.3% |
| Participation rate | 35.7% | 75.5%-39.8pp | 69.8%-34.1pp | 82.1%-46.4pp |
| Annual return | 110.98% | 50.49%+60.5pp | 37.78%+73.2pp | 478.56%-367.6pp |
| Employer contribution / active EE | $1,157 | $3,120-62.9% | $2,356-50.9% | $4,837-76.1% |
| Participant deferral / active EE | $1,887 | $4,616-59.1% | $3,849-51.0% | $6,341-70.2% |
| Admin fee / account holder | $12,427 | $8,065+54.1% | $6,181+101.1% | $12,309+1.0% |