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 | $15,870 | $88,751-82.1% | $81,812-80.6% | $145,922-89.1% |
| Participation rate | 47.1% | 75.0%-28.0pp | 72.3%-25.3pp | 80.3%-33.2pp |
| Annual return | 10.62% | 1025.40%-1014.8pp | 773.79%-763.2pp | 561.29%-550.7pp |
| Employer contribution / active EE | $1,747 | $3,083-43.3% | $2,912-40.0% | $4,660-62.5% |
| Participant deferral / active EE | $3,282 | $4,643-29.3% | $4,319-24.0% | $6,688-50.9% |
| Admin fee / account holder | $9,683 | $8,415+15.1% | $7,386+31.1% | $13,397-27.7% |