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 | $47,803 | $88,751-46.1% | $81,812-41.6% | $145,922-67.2% |
| Participation rate | 61.1% | 75.0%-13.9pp | 72.3%-11.2pp | 80.3%-19.2pp |
| Annual return | 13.24% | 1025.40%-1012.2pp | 773.79%-760.5pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,624 | $3,083-47.3% | $2,912-44.2% | $4,660-65.2% |
| Participant deferral / active EE | $2,451 | $4,643-47.2% | $4,319-43.3% | $6,688-63.4% |
| Admin fee / account holder | $3,319 | $8,415-60.6% | $7,386-55.1% | $13,397-75.2% |