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 | $30,509 | $96,635-68.4% | $86,612-64.8% | $139,434-78.1% |
| Participation rate | 55.6% | 74.4%-18.8pp | 71.7%-16.1pp | 80.3%-24.8pp |
| Annual return | 19.42% | 106.41%-87.0pp | 591.07%-571.6pp | 372.94%-353.5pp |
| Employer contribution / active EE | $1,485 | $3,263-54.5% | $3,022-50.9% | $4,751-68.7% |
| Participant deferral / active EE | $6,226 | $4,836+28.7% | $4,438+40.3% | $6,710-7.2% |
| Admin fee / account holder | $461 | $6,408-92.8% | $5,614-91.8% | $11,403-96.0% |