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 6-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 | $54,468 | $159,901-65.9% | $146,958-62.9% | $145,922-62.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-21.9pp |
| Annual return | 13.24% | 98.13%-84.9pp | 418.34%-405.1pp | 561.29%-548.0pp |
| Employer contribution / active EE | $4,369 | $5,286-17.4% | $4,933-11.4% | $4,660-6.2% |
| Participant deferral / active EE | $6,099 | $8,428-27.6% | $8,070-24.4% | $6,688-8.8% |
| Admin fee / account holder | $8,822 | $15,044-41.4% | $12,998-32.1% | $13,397-34.2% |