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 | $52,035 | $179,726-71.0% | $156,263-66.7% | $142,382-63.5% |
| Participation rate | 66.7% | 82.1%-15.4pp | 78.9%-12.2pp | 80.1%-13.5pp |
| Annual return | 24.80% | 77.86%-53.1pp | 59.47%-34.7pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,795 | $5,069-64.6% | $4,333-58.6% | $4,299-58.3% |
| Participant deferral / active EE | $2,566 | $6,956-63.1% | $6,158-58.3% | $6,507-60.6% |
| Admin fee / account holder | $52,754 | $17,272+205.4% | $14,255+270.1% | $12,624+317.9% |