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 | $25,176 | $210,648-88.0% | $177,989-85.9% | $145,922-82.7% |
| Participation rate | 59.1% | 80.8%-21.7pp | 77.1%-18.0pp | 80.3%-21.2pp |
| Annual return | 12.12% | 385.86%-373.7pp | 294.48%-282.4pp | 561.29%-549.2pp |
| Employer contribution / active EE | $1,325 | $4,565-71.0% | $3,949-66.4% | $4,660-71.6% |
| Participant deferral / active EE | $2,961 | $6,958-57.4% | $6,276-52.8% | $6,688-55.7% |
| Admin fee / account holder | $2,710 | $12,013-77.4% | $10,363-73.9% | $13,397-79.8% |