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 | $64,170 | $76,738-16.4% | $56,411+13.8% | $145,922-56.0% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 15.53% | 2994.23%-2978.7pp | 1701.33%-1685.8pp | 561.29%-545.8pp |
| Employer contribution / active EE | $648 | $1,380-53.1% | $1,039-37.6% | $4,660-86.1% |
| Participant deferral / active EE | $8,791 | $2,623+235.2% | $1,952+350.4% | $6,688+31.4% |
| Admin fee / account holder | $1,029 | $3,334-69.1% | $2,829-63.6% | $13,397-92.3% |