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 | $62,447 | $65,561-4.7% | $86,188-27.5% | $75,163-16.9% |
| Participation rate | 69.9% | 60.5%+9.4pp | 69.0%+0.9pp | 67.2%+2.7pp |
| Annual return | 19.44% | 46.05%-26.6pp | 1168.45%-1149.0pp | 160.62%-141.2pp |
| Employer contribution / active EE | $2,922 | $1,553+88.2% | $2,380+22.8% | $2,670+9.4% |
| Participant deferral / active EE | $4,721 | $3,024+56.1% | $3,985+18.5% | $4,125+14.4% |
| Admin fee / account holder | $1,481 | $5,474-72.9% | $6,852-78.4% | $5,651-73.8% |