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 | $53,747 | $111,724-51.9% | $93,606-42.6% | $145,922-63.2% |
| Participation rate | 53.8% | 74.2%-20.4pp | 68.7%-14.9pp | 80.3%-26.4pp |
| Annual return | 20.39% | 202.98%-182.6pp | 133.20%-112.8pp | 561.29%-540.9pp |
| Employer contribution / active EE | $2,050 | $3,090-33.6% | $2,420-15.3% | $4,660-56.0% |
| Participant deferral / active EE | $4,630 | $4,912-5.7% | $4,411+5.0% | $6,688-30.8% |
| Admin fee / account holder | $531 | $10,250-94.8% | $8,285-93.6% | $13,397-96.0% |