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 5-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 | $60,449 | $100,773-40.0% | $88,946-32.0% | $142,382-57.5% |
| Participation rate | 50.0% | 74.3%-24.3pp | 68.8%-18.8pp | 80.1%-30.1pp |
| Annual return | 11.71% | 70.18%-58.5pp | 57.82%-46.1pp | 217.08%-205.4pp |
| Employer contribution / active EE | $1,522 | $2,918-47.8% | $2,555-40.4% | $4,299-64.6% |
| Participant deferral / active EE | $2,507 | $5,230-52.1% | $4,581-45.3% | $6,507-61.5% |
| Admin fee / account holder | $36,442 | $9,693+276.0% | $8,261+341.1% | $12,624+188.7% |