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 | $71,884 | $202,432-64.5% | $169,368-57.6% | $139,434-48.4% |
| Participation rate | 52.6% | 81.1%-28.4pp | 77.1%-24.5pp | 80.3%-27.7pp |
| Annual return | 11.31% | 531.74%-520.4pp | 405.60%-394.3pp | 372.94%-361.6pp |
| Employer contribution / active EE | $17,155 | $4,692+265.6% | $4,013+327.5% | $4,751+261.1% |
| Participant deferral / active EE | $4,342 | $6,938-37.4% | $6,221-30.2% | $6,710-35.3% |
| Admin fee / account holder | $812 | $10,708-92.4% | $9,003-91.0% | $11,403-92.9% |