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 | $52,095 | $88,751-41.3% | $81,812-36.3% | $145,922-64.3% |
| Participation rate | 17.4% | 75.0%-57.6pp | 72.3%-55.0pp | 80.3%-62.9pp |
| Annual return | 15.68% | 1025.40%-1009.7pp | 773.79%-758.1pp | 561.29%-545.6pp |
| Employer contribution / active EE | $691 | $3,083-77.6% | $2,912-76.3% | $4,660-85.2% |
| Participant deferral / active EE | $1,852 | $4,643-60.1% | $4,319-57.1% | $6,688-72.3% |
| Admin fee / account holder | $10,219 | $8,415+21.4% | $7,386+38.4% | $13,397-23.7% |