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 | $42,804 | $217,402-80.3% | $185,823-77.0% | $167,490-74.4% |
| Participation rate | 57.1% | 86.0%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 9.28% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,451 | $5,873-75.3% | $5,167-71.9% | $4,837-70.0% |
| Participant deferral / active EE | $2,831 | $6,356-55.5% | $5,568-49.1% | $6,341-55.3% |
| Admin fee / account holder | $728 | $19,811-96.3% | $16,237-95.5% | $12,309-94.1% |