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 | $51,102 | $112,096-54.4% | $95,952-46.7% | $158,922-67.8% |
| Participation rate | 60.0% | 79.0%-19.0pp | 77.1%-17.1pp | 82.0%-22.0pp |
| Annual return | 8.05% | 171.09%-163.0pp | 91.61%-83.6pp | 302.83%-294.8pp |
| Employer contribution / active EE | $947 | $3,198-70.4% | $2,541-62.7% | $4,761-80.1% |
| Participant deferral / active EE | $1,589 | $4,784-66.8% | $4,167-61.9% | $5,982-73.4% |
| Admin fee / account holder | $10,350 | $10,130+2.2% | $6,795+52.3% | $11,246-8.0% |