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 | $53,000 | $159,901-66.9% | $146,958-63.9% | $145,922-63.7% |
| Participation rate | 68.4% | 84.0%-15.6pp | 82.2%-13.7pp | 80.3%-11.9pp |
| Annual return | 12.22% | 98.13%-85.9pp | 418.34%-406.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,556 | $5,286-32.7% | $4,933-27.9% | $4,660-23.7% |
| Participant deferral / active EE | $6,645 | $8,428-21.2% | $8,070-17.7% | $6,688-0.6% |
| Admin fee / account holder | $353 | $15,044-97.7% | $12,998-97.3% | $13,397-97.4% |