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 | $53,887 | $81,625-34.0% | $58,482-7.9% | $139,434-61.4% |
| Participation rate | 26.3% | 61.3%-35.0pp | 50.9%-24.5pp | 80.3%-54.0pp |
| Annual return | 25.18% | 7404.20%-7379.0pp | 4239.32%-4214.1pp | 372.94%-347.8pp |
| Employer contribution / active EE | $440 | $1,398-68.5% | $1,053-58.2% | $4,751-90.7% |
| Participant deferral / active EE | $2,561 | $2,557+0.2% | $1,924+33.1% | $6,710-61.8% |
| Admin fee / account holder | $1,553 | $3,265-52.4% | $2,516-38.3% | $11,403-86.4% |