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 | $64,813 | $108,919-40.5% | $100,391-35.4% | $145,922-55.6% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 17.87% | 57.88%-40.0pp | 49.20%-31.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $5,517 | $4,419+24.8% | $3,942+40.0% | $4,660+18.4% |
| Participant deferral / active EE | $9,517 | $8,445+12.7% | $8,082+17.8% | $6,688+42.3% |
| Admin fee / account holder | $395 | $9,689-95.9% | $7,899-95.0% | $13,397-97.1% |