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 | $53,212 | $183,519-71.0% | $155,509-65.8% | $145,922-63.5% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 15.53% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,840 | $5,313-65.4% | $4,672-60.6% | $4,660-60.5% |
| Participant deferral / active EE | $4,868 | $6,462-24.7% | $5,626-13.5% | $6,688-27.2% |
| Admin fee / account holder | $786 | $19,313-95.9% | $15,912-95.1% | $13,397-94.1% |