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 6-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 | $36,731 | $81,632-55.0% | $70,449-47.9% | $158,922-76.9% |
| Participation rate | 57.1% | 77.7%-20.6pp | 75.1%-17.9pp | 82.0%-24.8pp |
| Annual return | 18.45% | 208.40%-190.0pp | 109.03%-90.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,697 | $3,217-47.3% | $2,737-38.0% | $4,761-64.4% |
| Participant deferral / active EE | $4,766 | $4,554+4.7% | $3,709+28.5% | $5,982-20.3% |
| Admin fee / account holder | $301 | $6,193-95.1% | $3,845-92.2% | $11,246-97.3% |