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 | $53,835 | $53,516+0.6% | $126,539-57.5% | $84,808-36.5% |
| Participation rate | 53.6% | 58.2%-4.7pp | 69.8%-16.2pp | 68.3%-14.7pp |
| Annual return | 13.43% | 58.34%-44.9pp | 425.95%-412.5pp | 40.90%-27.5pp |
| Employer contribution / active EE | $2,033 | $1,535+32.5% | $3,674-44.7% | $2,631-22.7% |
| Participant deferral / active EE | $4,800 | $2,671+79.7% | $4,083+17.6% | $4,212+14.0% |
| Admin fee / account holder | $5,318 | $4,497+18.3% | $6,065-12.3% | $7,344-27.6% |