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 6-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 | $47,006 | $53,516-12.2% | $126,539-62.9% | $84,808-44.6% |
| Participation rate | 59.5% | 58.2%+1.2pp | 69.8%-10.4pp | 68.3%-8.9pp |
| Annual return | 15.07% | 58.34%-43.3pp | 425.95%-410.9pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,861 | $1,535+21.3% | $3,674-49.3% | $2,631-29.3% |
| Participant deferral / active EE | $2,722 | $2,671+1.9% | $4,083-33.3% | $4,212-35.4% |
| Admin fee / account holder | $660 | $4,497-85.3% | $6,065-89.1% | $7,344-91.0% |