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 | $81,215 | $144,119-43.6% | $117,854-31.1% | $147,584-45.0% |
| Participation rate | 47.8% | 83.4%-35.6pp | 79.7%-31.8pp | 82.8%-35.0pp |
| Annual return | 20.12% | 531.15%-511.0pp | 335.08%-315.0pp | 578.55%-558.4pp |
| Employer contribution / active EE | $1,360 | $4,896-72.2% | $3,786-64.1% | $4,876-72.1% |
| Participant deferral / active EE | $3,140 | $5,316-40.9% | $4,482-29.9% | $5,439-42.3% |
| Admin fee / account holder | $1,104 | $10,886-89.9% | $8,020-86.2% | $10,885-89.9% |