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 7-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 | $47,682 | $176,056-72.9% | $159,436-70.1% | $167,490-71.5% |
| Participation rate | 63.6% | 84.9%-21.3pp | 82.8%-19.2pp | 82.1%-18.5pp |
| Annual return | 15.64% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,433 | $5,297-54.1% | $4,829-49.6% | $4,837-49.7% |
| Participant deferral / active EE | $8,062 | $7,750+4.0% | $7,352+9.7% | $6,341+27.1% |
| Admin fee / account holder | $549 | $12,554-95.6% | $10,799-94.9% | $12,309-95.5% |