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 | $13,628 | $156,846-91.3% | $121,098-88.7% | $139,434-90.2% |
| Participation rate | 53.8% | 76.4%-22.6pp | 69.5%-15.6pp | 80.3%-26.5pp |
| Annual return | 27.48% | 1474.56%-1447.1pp | 985.75%-958.3pp | 372.94%-345.5pp |
| Employer contribution / active EE | $2,033 | $5,536-63.3% | $4,164-51.2% | $4,751-57.2% |
| Participant deferral / active EE | $2,913 | $4,844-39.9% | $4,080-28.6% | $6,710-56.6% |
| Admin fee / account holder | $8,086 | $6,946+16.4% | $5,644+43.3% | $11,403-29.1% |