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 | $34,442 | $210,648-83.6% | $177,989-80.6% | $145,922-76.4% |
| Participation rate | 61.5% | 80.8%-19.2pp | 77.1%-15.5pp | 80.3%-18.7pp |
| Annual return | 17.81% | 385.86%-368.1pp | 294.48%-276.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,361 | $4,565-70.2% | $3,949-65.5% | $4,660-70.8% |
| Participant deferral / active EE | $3,521 | $6,958-49.4% | $6,276-43.9% | $6,688-47.4% |
| Admin fee / account holder | $542 | $12,013-95.5% | $10,363-94.8% | $13,397-96.0% |