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 | $53,734 | $228,332-76.5% | $185,823-71.1% | $158,922-66.2% |
| Participation rate | 59.1% | 82.3%-23.2pp | 78.0%-18.9pp | 82.0%-22.9pp |
| Annual return | 9.84% | 40.80%-31.0pp | 35.95%-26.1pp | 302.83%-293.0pp |
| Employer contribution / active EE | $0 | $4,967-100.0% | $4,087-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $4,990 | $6,415-22.2% | $5,632-11.4% | $5,982-16.6% |
| Admin fee / account holder | $16,129 | $11,864+35.9% | $9,500+69.8% | $11,246+43.4% |