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 | $55,123 | $52,406+5.2% | $129,207-57.3% | $74,495-26.0% |
| Participation rate | 49.5% | 53.8%-4.3pp | 69.6%-20.1pp | 67.2%-17.7pp |
| Annual return | 13.79% | 15.66%-1.9pp | 9417.33%-9403.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,258 | $1,531-17.8% | $4,153-69.7% | $2,623-52.0% |
| Participant deferral / active EE | $2,567 | $2,794-8.1% | $4,168-38.4% | $4,346-40.9% |
| Admin fee / account holder | $4,991 | $2,633+89.6% | $7,715-35.3% | $1,942+157.1% |