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 | $28,787 | $70,606-59.2% | $53,898-46.6% | $142,382-79.8% |
| Participation rate | 53.3% | 63.7%-10.4pp | 55.0%-1.6pp | 80.1%-26.8pp |
| Annual return | 19.85% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $1,305 | $1,202+8.5% | $932+40.0% | $4,299-69.7% |
| Participant deferral / active EE | $4,227 | $2,364+78.8% | $1,826+131.4% | $6,507-35.0% |
| Admin fee / account holder | $313 | $2,852-89.0% | $2,491-87.4% | $12,624-97.5% |