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 6-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 | $55,151 | $101,317-45.6% | $146,958-62.5% | $74,495-26.0% |
| Participation rate | 50.8% | 75.5%-24.7pp | 82.2%-31.3pp | 67.2%-16.4pp |
| Annual return | 22.15% | 8730.91%-8708.8pp | 418.34%-396.2pp | 1364.94%-1342.8pp |
| Employer contribution / active EE | $2,250 | $3,810-40.9% | $4,933-54.4% | $2,623-14.2% |
| Participant deferral / active EE | $5,360 | $7,303-26.6% | $8,070-33.6% | $4,346+23.3% |
| Admin fee / account holder | $1,397 | $1,739-19.7% | $12,998-89.3% | $1,942-28.1% |