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 | $34,255 | $90,348-62.1% | $75,972-54.9% | $145,922-76.5% |
| Participation rate | 55.0% | 74.5%-19.5pp | 69.1%-14.1pp | 80.3%-25.3pp |
| Annual return | 14.67% | 620.88%-606.2pp | 359.55%-344.9pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,277 | $3,311-61.4% | $2,685-52.4% | $4,660-72.6% |
| Participant deferral / active EE | $2,687 | $5,162-47.9% | $4,255-36.9% | $6,688-59.8% |
| Admin fee / account holder | $15,455 | $8,467+82.5% | $6,467+139.0% | $13,397+15.4% |