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 | $28,108 | $111,724-74.8% | $93,606-70.0% | $145,922-80.7% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.36% | 202.98%-182.6pp | 133.20%-112.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,472 | $3,090-20.0% | $2,420+2.1% | $4,660-47.0% |
| Participant deferral / active EE | $2,472 | $4,912-49.7% | $4,411-44.0% | $6,688-63.0% |
| Admin fee / account holder | $2,755 | $10,250-73.1% | $8,285-66.7% | $13,397-79.4% |