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 | $62,432 | $165,335-62.2% | $149,696-58.3% | $158,922-60.7% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 34.59% | 348.15%-313.6pp | 276.60%-242.0pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,946 | $5,103-61.9% | $4,644-58.1% | $4,761-59.1% |
| Participant deferral / active EE | $3,805 | $7,181-47.0% | $6,842-44.4% | $5,982-36.4% |
| Admin fee / account holder | $10,167 | $10,807-5.9% | $9,309+9.2% | $11,246-9.6% |