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 | $57,579 | $99,877-42.4% | $84,966-32.2% | $145,922-60.5% |
| Participation rate | 33.3% | 74.1%-40.8pp | 67.5%-34.2pp | 80.3%-46.9pp |
| Annual return | 18.69% | 83.76%-65.1pp | 66.38%-47.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $2,528 | $3,231-21.8% | $2,727-7.3% | $4,660-45.8% |
| Participant deferral / active EE | $3,241 | $5,291-38.7% | $4,519-28.3% | $6,688-51.5% |
| Admin fee / account holder | $443 | $7,248-93.9% | $6,149-92.8% | $13,397-96.7% |