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 | $38,109 | $159,901-76.2% | $146,958-74.1% | $145,922-73.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.51% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,907 | $5,286-63.9% | $4,933-61.3% | $4,660-59.1% |
| Participant deferral / active EE | $7,996 | $8,428-5.1% | $8,070-0.9% | $6,688+19.6% |
| Admin fee / account holder | $549 | $15,044-96.4% | $12,998-95.8% | $13,397-95.9% |