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 | $20,556 | $126,574-83.8% | $106,213-80.6% | $145,922-85.9% |
| Participation rate | 52.9% | 77.6%-24.7pp | 75.3%-22.3pp | 80.3%-27.3pp |
| Annual return | 14.06% | 224.79%-210.7pp | 116.14%-102.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $1,292 | $3,730-65.4% | $3,171-59.2% | $4,660-72.3% |
| Participant deferral / active EE | $2,718 | $5,724-52.5% | $5,016-45.8% | $6,688-59.4% |
| Admin fee / account holder | $975 | $17,304-94.4% | $11,033-91.2% | $13,397-92.7% |