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 | $53,998 | $49,922+8.2% | $80,569-33.0% | $75,163-28.2% |
| Participation rate | 34.8% | 55.3%-20.5pp | 67.0%-32.2pp | 67.2%-32.4pp |
| Annual return | 17.86% | 34.69%-16.8pp | 935.43%-917.6pp | 160.62%-142.8pp |
| Employer contribution / active EE | $820 | $1,698-51.7% | $2,723-69.9% | $2,670-69.3% |
| Participant deferral / active EE | $2,044 | $2,990-31.6% | $4,447-54.0% | $4,125-50.4% |
| Admin fee / account holder | $1,344 | $3,577-62.4% | $5,377-75.0% | $5,651-76.2% |