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 | $67,539 | $157,256-57.1% | $141,162-52.2% | $152,861-55.8% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.4%-19.9pp |
| Annual return | 37.03% | 64.32%-27.3pp | 71.39%-34.4pp | 345.32%-308.3pp |
| Employer contribution / active EE | $1,628 | $5,261-69.1% | $4,735-65.6% | $4,762-65.8% |
| Participant deferral / active EE | $4,492 | $7,109-36.8% | $6,709-33.0% | $5,850-23.2% |
| Admin fee / account holder | $1,726 | $12,120-85.8% | $10,261-83.2% | $11,596-85.1% |