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 | $13,607 | $169,032-92.0% | $129,207-89.5% | $145,922-90.7% |
| Participation rate | 52.9% | 76.4%-23.5pp | 69.6%-16.7pp | 80.3%-27.3pp |
| Annual return | 15.74% | 14330.11%-14314.4pp | 9417.33%-9401.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,551 | $5,537-72.0% | $4,153-62.6% | $4,660-66.7% |
| Participant deferral / active EE | $2,076 | $4,987-58.4% | $4,168-50.2% | $6,688-69.0% |
| Admin fee / account holder | $742 | $9,954-92.5% | $7,715-90.4% | $13,397-94.5% |