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 7-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 | $51,219 | $99,918-48.7% | $81,382-37.1% | $145,922-64.9% |
| Participation rate | 61.5% | 74.2%-12.6pp | 69.5%-7.9pp | 80.3%-18.7pp |
| Annual return | 13.20% | 34.32%-21.1pp | 24.73%-11.5pp | 561.29%-548.1pp |
| Employer contribution / active EE | $1,104 | $2,978-62.9% | $2,463-55.2% | $4,660-76.3% |
| Participant deferral / active EE | $7,714 | $4,605+67.5% | $3,883+98.7% | $6,688+15.4% |
| Admin fee / account holder | $2,360 | $8,212-71.3% | $5,768-59.1% | $13,397-82.4% |