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 | $63,551 | $183,519-65.4% | $155,509-59.1% | $145,922-56.4% |
| Participation rate | 47.4% | 82.7%-35.3pp | 78.2%-30.8pp | 80.3%-32.9pp |
| Annual return | 14.69% | 61.17%-46.5pp | 64.67%-50.0pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,179 | $5,313-77.8% | $4,672-74.8% | $4,660-74.7% |
| Participant deferral / active EE | $4,405 | $6,462-31.8% | $5,626-21.7% | $6,688-34.1% |
| Admin fee / account holder | $1,844 | $19,313-90.5% | $15,912-88.4% | $13,397-86.2% |