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 | $12,707 | $81,625-84.4% | $58,482-78.3% | $139,434-90.9% |
| Participation rate | 22.2% | 61.3%-39.1pp | 50.9%-28.6pp | 80.3%-58.1pp |
| Annual return | 15.21% | 7404.20%-7389.0pp | 4239.32%-4224.1pp | 372.94%-357.7pp |
| Employer contribution / active EE | $311 | $1,398-77.8% | $1,053-70.5% | $4,751-93.5% |
| Participant deferral / active EE | $367 | $2,557-85.7% | $1,924-80.9% | $6,710-94.5% |
| Admin fee / account holder | $577 | $3,265-82.3% | $2,516-77.1% | $11,403-94.9% |