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 | $8,080 | $169,032-95.2% | $129,207-93.7% | $145,922-94.5% |
| Participation rate | 33.3% | 76.4%-43.1pp | 69.6%-36.3pp | 80.3%-46.9pp |
| Annual return | 21.07% | 14330.11%-14309.0pp | 9417.33%-9396.3pp | 561.29%-540.2pp |
| Employer contribution / active EE | $3,144 | $5,537-43.2% | $4,153-24.3% | $4,660-32.5% |
| Participant deferral / active EE | $5,620 | $4,987+12.7% | $4,168+34.8% | $6,688-16.0% |
| Admin fee / account holder | $5,372 | $9,954-46.0% | $7,715-30.4% | $13,397-59.9% |