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 | $25,485 | $102,604-75.2% | $86,188-70.4% | $139,434-81.7% |
| Participation rate | 47.1% | 74.5%-27.4pp | 69.0%-21.9pp | 80.3%-33.3pp |
| Annual return | 20.54% | 1922.51%-1902.0pp | 1168.45%-1147.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,311 | $3,032-23.8% | $2,380-2.9% | $4,751-51.4% |
| Participant deferral / active EE | $4,201 | $4,676-10.1% | $3,985+5.4% | $6,710-37.4% |
| Admin fee / account holder | $4,527 | $8,657-47.7% | $6,852-33.9% | $11,403-60.3% |