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 | $64,110 | $70,606-9.2% | $53,898+18.9% | $142,382-55.0% |
| Participation rate | 23.8% | 63.7%-39.9pp | 55.0%-31.2pp | 80.1%-56.3pp |
| Annual return | 19.82% | 619.81%-600.0pp | 528.60%-508.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $653 | $1,202-45.7% | $932-29.9% | $4,299-84.8% |
| Participant deferral / active EE | $2,213 | $2,364-6.4% | $1,826+21.2% | $6,507-66.0% |
| Admin fee / account holder | $1,222 | $2,852-57.2% | $2,491-51.0% | $12,624-90.3% |