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 8-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 | $47,637 | $154,117-69.1% | $129,995-63.4% | $139,434-65.8% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.5%-8.9pp | 80.3%-10.8pp |
| Annual return | 14.95% | 32.48%-17.5pp | -137.18%+152.1pp | 372.94%-358.0pp |
| Employer contribution / active EE | $1,489 | $5,289-71.9% | $4,320-65.5% | $4,751-68.7% |
| Participant deferral / active EE | $2,260 | $6,710-66.3% | $5,820-61.2% | $6,710-66.3% |
| Admin fee / account holder | $16,661 | $14,007+19.0% | $10,614+57.0% | $11,403+46.1% |