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 | $50,943 | $214,378-76.2% | $200,582-74.6% | $142,382-64.2% |
| Participation rate | 50.0% | 87.4%-37.4pp | 86.9%-36.9pp | 80.1%-30.1pp |
| Annual return | 11.96% | 46.41%-34.4pp | 42.33%-30.4pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,141 | $6,841-68.7% | $6,419-66.6% | $4,299-50.2% |
| Participant deferral / active EE | $4,898 | $9,865-50.3% | $9,331-47.5% | $6,507-24.7% |
| Admin fee / account holder | $14,633 | $17,692-17.3% | $16,305-10.3% | $12,624+15.9% |