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 | $6,392 | $88,751-92.8% | $81,812-92.2% | $145,922-95.6% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.3%-5.7pp | 80.3%-13.6pp |
| Annual return | 22.72% | 1025.40%-1002.7pp | 773.79%-751.1pp | 561.29%-538.6pp |
| Employer contribution / active EE | $941 | $3,083-69.5% | $2,912-67.7% | $4,660-79.8% |
| Participant deferral / active EE | $1,535 | $4,643-66.9% | $4,319-64.5% | $6,688-77.1% |
| Admin fee / account holder | $4,781 | $8,415-43.2% | $7,386-35.3% | $13,397-64.3% |