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 | $42,814 | $70,606-39.4% | $53,898-20.6% | $142,382-69.9% |
| Participation rate | 60.0% | 63.7%-3.7pp | 55.0%+5.0pp | 80.1%-20.1pp |
| Annual return | 12.93% | 619.81%-606.9pp | 528.60%-515.7pp | 217.08%-204.1pp |
| Employer contribution / active EE | $665 | $1,202-44.6% | $932-28.6% | $4,299-84.5% |
| Participant deferral / active EE | $3,898 | $2,364+64.9% | $1,826+113.5% | $6,507-40.1% |
| Admin fee / account holder | $474 | $2,852-83.4% | $2,491-81.0% | $12,624-96.2% |