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 9-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 | $51,072 | $86,286-40.8% | $111,297-54.1% | $85,850-40.5% |
| Participation rate | 61.0% | 73.3%-12.3pp | 77.3%-16.3pp | 69.3%-8.3pp |
| Annual return | 18.26% | 19.99%-1.7pp | 54.65%-36.4pp | 318.53%-300.3pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,485 | $3,641+78.1% | $4,487+44.5% | $3,952+64.1% |
| Admin fee / account holder | $2,619 | $8,188-68.0% | $7,964-67.1% | $6,260-58.2% |