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 | $18,620 | $158,398-88.2% | $126,539-85.3% | $142,382-86.9% |
| Participation rate | 38.5% | 75.8%-37.3pp | 69.8%-31.4pp | 80.1%-41.7pp |
| Annual return | 11.68% | 593.76%-582.1pp | 425.95%-414.3pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,887 | $4,650-37.9% | $3,674-21.4% | $4,299-32.8% |
| Participant deferral / active EE | $7,830 | $4,767+64.3% | $4,083+91.8% | $6,507+20.3% |
| Admin fee / account holder | $45,753 | $6,918+561.4% | $6,065+654.4% | $12,624+262.4% |