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 4-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 | $18,577 | $105,126-82.3% | $94,646-80.4% | $139,434-86.7% |
| Participation rate | 40.0% | 82.4%-42.4pp | 80.8%-40.8pp | 80.3%-40.3pp |
| Annual return | 26.48% | 38.03%-11.6pp | 156.71%-130.2pp | 372.94%-346.5pp |
| Employer contribution / active EE | $11,827 | $4,106+188.1% | $3,672+222.1% | $4,751+148.9% |
| Participant deferral / active EE | $25,994 | $7,599+242.1% | $7,418+250.4% | $6,710+287.4% |
| Admin fee / account holder | $3,357 | $8,984-62.6% | $7,231-53.6% | $11,403-70.6% |