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 6-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 | $58,647 | $150,187-61.0% | $120,354-51.3% | $145,922-59.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 10.66% | 154.07%-143.4pp | 107.15%-96.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,696 | $4,348-61.0% | $3,463-51.0% | $4,660-63.6% |
| Participant deferral / active EE | $2,058 | $6,173-66.7% | $4,991-58.8% | $6,688-69.2% |
| Admin fee / account holder | $1,345 | $12,207-89.0% | $9,423-85.7% | $13,397-90.0% |