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 | $55,857 | $159,901-65.1% | $146,958-62.0% | $145,922-61.7% |
| Participation rate | 52.6% | 84.0%-31.4pp | 82.2%-29.5pp | 80.3%-27.6pp |
| Annual return | 13.66% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $2,486 | $5,286-53.0% | $4,933-49.6% | $4,660-46.6% |
| Participant deferral / active EE | $6,251 | $8,428-25.8% | $8,070-22.5% | $6,688-6.5% |
| Admin fee / account holder | $521 | $15,044-96.5% | $12,998-96.0% | $13,397-96.1% |