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 10-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 | $60,405 | $158,398-61.9% | $126,539-52.3% | $142,382-57.6% |
| Participation rate | 41.7% | 75.8%-34.1pp | 69.8%-28.2pp | 80.1%-38.5pp |
| Annual return | 19.37% | 593.76%-574.4pp | 425.95%-406.6pp | 217.08%-197.7pp |
| Employer contribution / active EE | $2,081 | $4,650-55.2% | $3,674-43.4% | $4,299-51.6% |
| Participant deferral / active EE | $4,164 | $4,767-12.6% | $4,083+2.0% | $6,507-36.0% |
| Admin fee / account holder | $1,525 | $6,918-78.0% | $6,065-74.9% | $12,624-87.9% |