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 | $37,608 | $102,317-63.2% | $146,958-74.4% | $80,856-53.5% |
| Participation rate | 69.0% | 75.8%-6.9pp | 82.2%-13.2pp | 67.6%+1.3pp |
| Annual return | 15.03% | 134.76%-119.7pp | 418.34%-403.3pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,705 | $3,713+26.7% | $4,933-4.6% | $2,755+70.8% |
| Participant deferral / active EE | $8,561 | $6,644+28.9% | $8,070+6.1% | $4,296+99.3% |
| Admin fee / account holder | $4,434 | $7,941-44.2% | $12,998-65.9% | $6,918-35.9% |