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 7-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 | $54,729 | $58,694-6.8% | $142,863-61.7% | $85,850-36.3% |
| Participation rate | 66.7% | 58.5%+8.2pp | 71.9%-5.3pp | 69.3%-2.6pp |
| Annual return | 14.02% | 27.72%-13.7pp | 5637.54%-5623.5pp | 318.53%-304.5pp |
| Employer contribution / active EE | $343 | $1,423-75.9% | $4,144-91.7% | $2,565-86.6% |
| Participant deferral / active EE | $4,449 | $2,607+70.6% | $3,837+15.9% | $3,952+12.6% |
| Admin fee / account holder | $3,165 | $4,239-25.3% | $6,560-51.8% | $6,260-49.4% |