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 | $30,532 | $95,862-68.2% | $79,550-61.6% | $134,475-77.3% |
| Participation rate | 61.5% | 75.0%-13.5pp | 69.5%-7.9pp | 81.2%-19.7pp |
| Annual return | 820.58% | -2.69%+823.3pp | 0.16%+820.4pp | 417.96%+402.6pp |
| Employer contribution / active EE | $2,739 | $3,128-12.4% | $2,413+13.5% | $4,740-42.2% |
| Participant deferral / active EE | $7,143 | $4,693+52.2% | $3,985+79.2% | $6,400+11.6% |
| Admin fee / account holder | $580 | $9,126-93.6% | $6,832-91.5% | $11,426-94.9% |