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 9-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 | $60,212 | $115,770-48.0% | $101,248-40.5% | $158,922-62.1% |
| Participation rate | 28.6% | 79.4%-50.8pp | 75.8%-47.2pp | 82.0%-53.4pp |
| Annual return | 15.88% | 56.14%-40.3pp | 46.47%-30.6pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,236 | $4,175-70.4% | $3,660-66.2% | $4,761-74.0% |
| Participant deferral / active EE | $1,652 | $4,957-66.7% | $4,370-62.2% | $5,982-72.4% |
| Admin fee / account holder | $9,271 | $7,245+28.0% | $5,945+55.9% | $11,246-17.6% |