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 7-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 | $37,782 | $108,919-65.3% | $100,391-62.4% | $145,922-74.1% |
| Participation rate | 53.8% | 82.9%-29.1pp | 81.5%-27.6pp | 80.3%-26.4pp |
| Annual return | 42.40% | 57.88%-15.5pp | 49.20%-6.8pp | 561.29%-518.9pp |
| Employer contribution / active EE | $1,483 | $4,419-66.4% | $3,942-62.4% | $4,660-68.2% |
| Participant deferral / active EE | $7,579 | $8,445-10.3% | $8,082-6.2% | $6,688+13.3% |
| Admin fee / account holder | $2,450 | $9,689-74.7% | $7,899-69.0% | $13,397-81.7% |