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 | $52,615 | $209,411-74.9% | $178,490-70.5% | $158,922-66.9% |
| Participation rate | 58.8% | 86.3%-27.5pp | 81.9%-23.1pp | 82.0%-23.1pp |
| Annual return | 11.87% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,628 | $5,954-55.9% | $5,202-49.5% | $5,982-56.1% |
| Admin fee / account holder | $3,500 | $17,074-79.5% | $13,984-75.0% | $11,246-68.9% |