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 | $14,384 | $70,606-79.6% | $53,898-73.3% | $142,382-89.9% |
| Participation rate | 40.0% | 63.7%-23.7pp | 55.0%-15.0pp | 80.1%-40.1pp |
| Annual return | 22.80% | 619.81%-597.0pp | 528.60%-505.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $752 | $1,202-37.4% | $932-19.3% | $4,299-82.5% |
| Participant deferral / active EE | $2,907 | $2,364+23.0% | $1,826+59.2% | $6,507-55.3% |
| Admin fee / account holder | $795 | $2,852-72.1% | $2,491-68.1% | $12,624-93.7% |