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 | $25,821 | $111,724-76.9% | $93,606-72.4% | $145,922-82.3% |
| Participation rate | 55.6% | 74.2%-18.7pp | 68.7%-13.2pp | 80.3%-24.7pp |
| Annual return | 34.69% | 202.98%-168.3pp | 133.20%-98.5pp | 561.29%-526.6pp |
| Employer contribution / active EE | $3,174 | $3,090+2.7% | $2,420+31.2% | $4,660-31.9% |
| Participant deferral / active EE | $3,528 | $4,912-28.2% | $4,411-20.0% | $6,688-47.2% |
| Admin fee / account holder | $1,674 | $10,250-83.7% | $8,285-79.8% | $13,397-87.5% |