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 | $12,895 | $70,756-81.8% | $65,493-80.3% | $142,382-90.9% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 12.98% | 1754.89%-1741.9pp | 982.45%-969.5pp | 217.08%-204.1pp |
| Employer contribution / active EE | $1,460 | $2,881-49.3% | $2,574-43.3% | $4,299-66.0% |
| Participant deferral / active EE | $3,034 | $4,637-34.6% | $3,961-23.4% | $6,507-53.4% |
| Admin fee / account holder | $3,801 | $6,559-42.1% | $5,028-24.4% | $12,624-69.9% |