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 3-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 | $47,141 | $117,841-60.0% | $102,423-54.0% | $145,922-67.7% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 148.31% | 31.65%+116.7pp | 29.32%+119.0pp | 561.29%-413.0pp |
| Employer contribution / active EE | $1,681 | $3,615-53.5% | $3,023-44.4% | $4,660-63.9% |
| Participant deferral / active EE | $4,610 | $5,731-19.6% | $5,053-8.8% | $6,688-31.1% |
| Admin fee / account holder | $12,344 | $13,326-7.4% | $9,451+30.6% | $13,397-7.9% |