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 | $58,483 | $133,922-56.3% | $116,228-49.7% | $142,382-58.9% |
| Participation rate | 56.3% | 77.9%-21.6pp | 74.6%-18.3pp | 80.1%-23.9pp |
| Annual return | 10.80% | 147.76%-137.0pp | 90.06%-79.3pp | 217.08%-206.3pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,561 | $5,672-37.2% | $4,953-28.1% | $6,507-45.3% |
| Admin fee / account holder | $19,324 | $14,945+29.3% | $11,989+61.2% | $12,624+53.1% |