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 | $44,019 | $109,881-59.9% | $150,045-70.7% | $84,808-48.1% |
| Participation rate | 68.0% | 76.1%-8.1pp | 82.3%-14.3pp | 68.3%-0.3pp |
| Annual return | 86.02% | 28.25%+57.8pp | 62.55%+23.5pp | 40.90%+45.1pp |
| Employer contribution / active EE | $8,013 | $3,561+125.0% | $4,693+70.7% | $2,631+204.6% |
| Participant deferral / active EE | $14,648 | $6,636+120.7% | $7,997+83.2% | $4,212+247.8% |
| Admin fee / account holder | $21,678 | $8,568+153.0% | $13,435+61.4% | $7,344+195.2% |