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 | $25,609 | $102,604-75.0% | $86,188-70.3% | $139,434-81.6% |
| Participation rate | 61.5% | 74.5%-13.0pp | 69.0%-7.4pp | 80.3%-18.8pp |
| Annual return | 24.59% | 1922.51%-1897.9pp | 1168.45%-1143.9pp | 372.94%-348.4pp |
| Employer contribution / active EE | $2,325 | $3,032-23.3% | $2,380-2.3% | $4,751-51.1% |
| Participant deferral / active EE | $4,611 | $4,676-1.4% | $3,985+15.7% | $6,710-31.3% |
| Admin fee / account holder | $1,482 | $8,657-82.9% | $6,852-78.4% | $11,403-87.0% |