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 | $59,416 | $99,985-40.6% | $146,665-59.5% | $85,850-30.8% |
| Participation rate | 51.0% | 73.1%-22.0pp | 80.1%-29.0pp | 69.3%-18.3pp |
| Annual return | 14.24% | 18.93%-4.7pp | 22.74%-8.5pp | 318.53%-304.3pp |
| Employer contribution / active EE | $2,063 | $2,559-19.4% | $4,136-50.1% | $2,565-19.6% |
| Participant deferral / active EE | $2,969 | $4,006-25.9% | $5,506-46.1% | $3,952-24.9% |
| Admin fee / account holder | $21,022 | $7,702+172.9% | $10,280+104.5% | $6,260+235.8% |