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 | $64,462 | $209,411-69.2% | $178,490-63.9% | $158,922-59.4% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 35.28% | 188.75%-153.5pp | 151.07%-115.8pp | 302.83%-267.5pp |
| Employer contribution / active EE | $1,593 | $5,706-72.1% | $5,011-68.2% | $4,761-66.5% |
| Participant deferral / active EE | $2,747 | $5,954-53.9% | $5,202-47.2% | $5,982-54.1% |
| Admin fee / account holder | $631 | $17,074-96.3% | $13,984-95.5% | $11,246-94.4% |