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 | $41,263 | $165,984-75.1% | $164,813-75.0% | $145,922-71.7% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 14.97% | 100.03%-85.1pp | 69.93%-55.0pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,373 | $5,273-36.0% | $4,341-22.3% | $4,660-27.6% |
| Participant deferral / active EE | $14,543 | $6,959+109.0% | $6,031+141.1% | $6,688+117.5% |
| Admin fee / account holder | $55,625 | $16,648+234.1% | $12,690+338.3% | $13,397+315.2% |