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 | $58,279 | $70,756-17.6% | $65,493-11.0% | $142,382-59.1% |
| Participation rate | 60.0% | 77.4%-17.4pp | 73.1%-13.1pp | 80.1%-20.1pp |
| Annual return | 20.14% | 1754.89%-1734.8pp | 982.45%-962.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,338 | $2,881-53.6% | $2,574-48.0% | $4,299-68.9% |
| Participant deferral / active EE | $5,500 | $4,637+18.6% | $3,961+38.8% | $6,507-15.5% |
| Admin fee / account holder | $2,404 | $6,559-63.3% | $5,028-52.2% | $12,624-81.0% |