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 | $60,523 | $76,738-21.1% | $56,411+7.3% | $145,922-58.5% |
| Participation rate | 30.0% | 63.2%-33.2pp | 52.5%-22.5pp | 80.3%-50.3pp |
| Annual return | 10.00% | 2994.23%-2984.2pp | 1701.33%-1691.3pp | 561.29%-551.3pp |
| Employer contribution / active EE | $642 | $1,380-53.4% | $1,039-38.2% | $4,660-86.2% |
| Participant deferral / active EE | $2,171 | $2,623-17.2% | $1,952+11.2% | $6,688-67.5% |
| Admin fee / account holder | $879 | $3,334-73.6% | $2,829-68.9% | $13,397-93.4% |