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 | $53,509 | $102,317-47.7% | $146,958-63.6% | $80,856-33.8% |
| Participation rate | 68.3% | 75.8%-7.6pp | 82.2%-13.9pp | 67.6%+0.6pp |
| Annual return | 21.59% | 134.76%-113.2pp | 418.34%-396.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $3,044 | $3,713-18.0% | $4,933-38.3% | $2,755+10.5% |
| Participant deferral / active EE | $6,519 | $6,644-1.9% | $8,070-19.2% | $4,296+51.8% |
| Admin fee / account holder | $5,223 | $7,941-34.2% | $12,998-59.8% | $6,918-24.5% |