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 | $80,553 | $102,604-21.5% | $86,188-6.5% | $139,434-42.2% |
| Participation rate | 58.3% | 74.5%-16.2pp | 69.0%-10.6pp | 80.3%-22.0pp |
| Annual return | 20.30% | 1922.51%-1902.2pp | 1168.45%-1148.1pp | 372.94%-352.6pp |
| Employer contribution / active EE | $3,818 | $3,032+25.9% | $2,380+60.4% | $4,751-19.6% |
| Participant deferral / active EE | $10,081 | $4,676+115.6% | $3,985+152.9% | $6,710+50.2% |
| Admin fee / account holder | $778 | $8,657-91.0% | $6,852-88.6% | $11,403-93.2% |