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 | $23,879 | $99,877-76.1% | $84,966-71.9% | $145,922-83.6% |
| Participation rate | 50.0% | 74.1%-24.1pp | 67.5%-17.5pp | 80.3%-30.3pp |
| Annual return | 16.98% | 83.76%-66.8pp | 66.38%-49.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,151 | $3,231-64.4% | $2,727-57.8% | $4,660-75.3% |
| Participant deferral / active EE | $3,859 | $5,291-27.1% | $4,519-14.6% | $6,688-42.3% |
| Admin fee / account holder | $2,130 | $7,248-70.6% | $6,149-65.4% | $13,397-84.1% |