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 | $36,405 | $165,984-78.1% | $164,813-77.9% | $145,922-75.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.74% | 100.03%-88.3pp | 69.93%-58.2pp | 561.29%-549.5pp |
| Employer contribution / active EE | $3,598 | $5,273-31.8% | $4,341-17.1% | $4,660-22.8% |
| Participant deferral / active EE | $7,656 | $6,959+10.0% | $6,031+26.9% | $6,688+14.5% |
| Admin fee / account holder | $32,754 | $16,648+96.7% | $12,690+158.1% | $13,397+144.5% |