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 9-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 | $67,050 | $197,591-66.1% | $177,821-62.3% | $158,922-57.8% |
| Participation rate | 61.9% | 88.5%-26.6pp | 87.7%-25.8pp | 82.0%-20.1pp |
| Annual return | 22.77% | 58.76%-36.0pp | 48.32%-25.5pp | 302.83%-280.1pp |
| Employer contribution / active EE | $2,395 | $6,697-64.2% | $5,918-59.5% | $4,761-49.7% |
| Participant deferral / active EE | $5,992 | $8,405-28.7% | $7,714-22.3% | $5,982+0.2% |
| Admin fee / account holder | $4,154 | $15,399-73.0% | $12,427-66.6% | $11,246-63.1% |