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 | $46,468 | $175,202-73.5% | $149,673-69.0% | $139,434-66.7% |
| Participation rate | 68.4% | 83.4%-15.0pp | 78.8%-10.3pp | 80.3%-11.9pp |
| Annual return | 23.42% | 166.71%-143.3pp | 134.42%-111.0pp | 372.94%-349.5pp |
| Employer contribution / active EE | $2,044 | $5,474-62.7% | $4,818-57.6% | $4,751-57.0% |
| Participant deferral / active EE | $4,976 | $6,519-23.7% | $5,680-12.4% | $6,710-25.8% |
| Admin fee / account holder | $783 | $16,150-95.1% | $13,210-94.1% | $11,403-93.1% |