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 | $51,967 | $183,519-71.7% | $155,509-66.6% | $145,922-64.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 22.73% | 61.17%-38.4pp | 64.67%-41.9pp | 561.29%-538.6pp |
| Employer contribution / active EE | $4,360 | $5,313-17.9% | $4,672-6.7% | $4,660-6.4% |
| Participant deferral / active EE | $4,246 | $6,462-34.3% | $5,626-24.5% | $6,688-36.5% |
| Admin fee / account holder | $530 | $19,313-97.3% | $15,912-96.7% | $13,397-96.0% |