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 3-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 | $35,383 | $142,382-75.1% | $87,989-59.8% | $142,382-75.1% |
| Participation rate | 50.0% | 80.1%-30.1pp | 63.6%-13.6pp | 80.1%-30.1pp |
| Annual return | 28.81% | 217.08%-188.3pp | 15.56%+13.2pp | 217.08%-188.3pp |
| Employer contribution / active EE | $4,882 | $4,299+13.6% | $3,527+38.4% | $4,299+13.6% |
| Participant deferral / active EE | $14,448 | $6,507+122.0% | $6,172+134.1% | $6,507+122.0% |
| Admin fee / account holder | $11,314 | $12,624-10.4% | $3,281+244.9% | $12,624-10.4% |