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 | $17,472 | $202,432-91.4% | $169,368-89.7% | $139,434-87.5% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.1%-10.5pp | 80.3%-13.7pp |
| Annual return | 9.96% | 531.74%-521.8pp | 405.60%-395.6pp | 372.94%-363.0pp |
| Employer contribution / active EE | $2,971 | $4,692-36.7% | $4,013-26.0% | $4,751-37.5% |
| Participant deferral / active EE | $15,216 | $6,938+119.3% | $6,221+144.6% | $6,710+126.8% |
| Admin fee / account holder | $16,065 | $10,708+50.0% | $9,003+78.4% | $11,403+40.9% |