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 | $53,947 | $99,877-46.0% | $84,966-36.5% | $145,922-63.0% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 9.00% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,942 | $3,231-39.9% | $2,727-28.8% | $4,660-58.3% |
| Participant deferral / active EE | $1,942 | $5,291-63.3% | $4,519-57.0% | $6,688-71.0% |
| Admin fee / account holder | $18,665 | $7,248+157.5% | $6,149+203.6% | $13,397+39.3% |