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 | $60,956 | $48,795+24.9% | $65,493-6.9% | $84,808-28.1% |
| Participation rate | 40.6% | 67.0%-26.4pp | 73.1%-32.5pp | 68.3%-27.7pp |
| Annual return | 21.93% | 20.20%+1.7pp | 982.45%-960.5pp | 40.90%-19.0pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,343 | $2,928+48.3% | $3,961+9.6% | $4,212+3.1% |
| Admin fee / account holder | $4,342 | $3,877+12.0% | $5,028-13.7% | $7,344-40.9% |