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 | $43,150 | $102,966-58.1% | $90,281-52.2% | $152,861-71.8% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 19.17% | 95.16%-76.0pp | 78.10%-58.9pp | 345.32%-326.2pp |
| Employer contribution / active EE | $1,104 | $3,139-64.8% | $2,854-61.3% | $4,762-76.8% |
| Participant deferral / active EE | $1,406 | $4,281-67.2% | $3,885-63.8% | $5,850-76.0% |
| Admin fee / account holder | $1,248 | $6,171-79.8% | $5,351-76.7% | $11,596-89.2% |