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 | $72,259 | $183,519-60.6% | $155,509-53.5% | $145,922-50.5% |
| Participation rate | 31.6% | 82.7%-51.1pp | 78.2%-46.6pp | 80.3%-48.7pp |
| Annual return | 10.23% | 61.17%-50.9pp | 64.67%-54.4pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,469 | $5,313-72.3% | $4,672-68.6% | $4,660-68.5% |
| Participant deferral / active EE | $3,898 | $6,462-39.7% | $5,626-30.7% | $6,688-41.7% |
| Admin fee / account holder | $7,245 | $19,313-62.5% | $15,912-54.5% | $13,397-45.9% |