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 | $45,950 | $175,202-73.8% | $149,673-69.3% | $139,434-67.0% |
| Participation rate | 54.5% | 83.4%-28.8pp | 78.8%-24.2pp | 80.3%-25.8pp |
| Annual return | 22.14% | 166.71%-144.6pp | 134.42%-112.3pp | 372.94%-350.8pp |
| Employer contribution / active EE | $2,842 | $5,474-48.1% | $4,818-41.0% | $4,751-40.2% |
| Participant deferral / active EE | $6,798 | $6,519+4.3% | $5,680+19.7% | $6,710+1.3% |
| Admin fee / account holder | $986 | $16,150-93.9% | $13,210-92.5% | $11,403-91.4% |