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 | $30,674 | $111,724-72.5% | $93,606-67.2% | $145,922-79.0% |
| Participation rate | 36.4% | 74.2%-37.8pp | 68.7%-32.4pp | 80.3%-43.9pp |
| Annual return | 15.80% | 202.98%-187.2pp | 133.20%-117.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,911 | $3,090-38.1% | $2,420-21.0% | $4,660-59.0% |
| Participant deferral / active EE | $4,001 | $4,912-18.5% | $4,411-9.3% | $6,688-40.2% |
| Admin fee / account holder | $365 | $10,250-96.4% | $8,285-95.6% | $13,397-97.3% |