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 | $71,520 | $57,281+24.9% | $86,612-17.4% | $75,163-4.8% |
| Participation rate | 57.7% | 63.2%-5.5pp | 71.7%-14.0pp | 67.2%-9.5pp |
| Annual return | 16.21% | 2670.75%-2654.5pp | 591.07%-574.9pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,413 | $2,314-38.9% | $3,022-53.2% | $2,670-47.1% |
| Participant deferral / active EE | $3,513 | $3,318+5.9% | $4,438-20.8% | $4,125-14.8% |
| Admin fee / account holder | $734 | $4,112-82.1% | $5,614-86.9% | $5,651-87.0% |