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 | $65,466 | $102,604-36.2% | $86,188-24.0% | $139,434-53.0% |
| Participation rate | 60.0% | 74.5%-14.5pp | 69.0%-9.0pp | 80.3%-20.3pp |
| Annual return | 17.06% | 1922.51%-1905.4pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $1,054 | $3,032-65.2% | $2,380-55.7% | $4,751-77.8% |
| Participant deferral / active EE | $9,515 | $4,676+103.5% | $3,985+138.8% | $6,710+41.8% |
| Admin fee / account holder | $947 | $8,657-89.1% | $6,852-86.2% | $11,403-91.7% |