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 | $51,931 | $152,587-66.0% | $125,175-58.5% | $152,861-66.0% |
| Participation rate | 58.3% | 83.3%-25.0pp | 79.8%-21.4pp | 82.4%-24.1pp |
| Annual return | 17.81% | 54.84%-37.0pp | 43.79%-26.0pp | 345.32%-327.5pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,054 | $5,868-65.0% | $4,937-58.4% | $5,850-64.9% |
| Admin fee / account holder | $28,898 | $13,434+115.1% | $9,702+197.9% | $11,596+149.2% |