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 | $51,559 | $183,519-71.9% | $155,509-66.8% | $145,922-64.7% |
| Participation rate | 38.9% | 82.7%-43.8pp | 78.2%-39.3pp | 80.3%-41.4pp |
| Annual return | 15.48% | 61.17%-45.7pp | 64.67%-49.2pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,265 | $5,313-76.2% | $4,672-72.9% | $4,660-72.8% |
| Participant deferral / active EE | $3,405 | $6,462-47.3% | $5,626-39.5% | $6,688-49.1% |
| Admin fee / account holder | $16,413 | $19,313-15.0% | $15,912+3.1% | $13,397+22.5% |