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 | $55,832 | $109,327-48.9% | $89,391-37.5% | $158,922-64.9% |
| Participation rate | 56.3% | 74.3%-18.0pp | 68.0%-11.7pp | 82.0%-25.7pp |
| Annual return | 18.67% | 345.68%-327.0pp | 245.62%-226.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,840 | $3,170-42.0% | $2,586-28.8% | $4,761-61.4% |
| Participant deferral / active EE | $4,186 | $4,598-9.0% | $3,890+7.6% | $5,982-30.0% |
| Admin fee / account holder | $7,544 | $6,153+22.6% | $4,881+54.5% | $11,246-32.9% |