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 | $58,548 | $81,460-28.1% | $103,333-43.3% | $80,856-27.6% |
| Participation rate | 36.0% | 66.8%-30.8pp | 74.5%-38.5pp | 67.6%-31.6pp |
| Annual return | 94.65% | 25.55%+69.1pp | 24.88%+69.8pp | 35.59%+59.1pp |
| Employer contribution / active EE | $1,259 | $3,105-59.5% | $3,868-67.5% | $2,755-54.3% |
| Participant deferral / active EE | $2,514 | $3,869-35.0% | $5,057-50.3% | $4,296-41.5% |
| Admin fee / account holder | $5,343 | $6,566-18.6% | $8,355-36.1% | $6,918-22.8% |