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 | $54,390 | $185,822-70.7% | $169,993-68.0% | $139,434-61.0% |
| Participation rate | 64.7% | 87.8%-23.1pp | 87.0%-22.3pp | 80.3%-15.6pp |
| Annual return | 56.81% | 60.50%-3.7pp | 53.37%+3.4pp | 372.94%-316.1pp |
| Employer contribution / active EE | $5,454 | $7,590-28.1% | $6,785-19.6% | $4,751+14.8% |
| Participant deferral / active EE | $8,192 | $11,622-29.5% | $10,408-21.3% | $6,710+22.1% |
| Admin fee / account holder | $7,211 | $15,381-53.1% | $12,815-43.7% | $11,403-36.8% |