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 | $56,545 | $157,256-64.0% | $141,162-59.9% | $152,861-63.0% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 24.25% | 64.32%-40.1pp | 71.39%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,317 | $5,261-56.0% | $4,735-51.1% | $4,762-51.3% |
| Participant deferral / active EE | $3,276 | $7,109-53.9% | $6,709-51.2% | $5,850-44.0% |
| Admin fee / account holder | $2,224 | $12,120-81.7% | $10,261-78.3% | $11,596-80.8% |