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 | $48,236 | $105,181-54.1% | $159,436-69.7% | $85,850-43.8% |
| Participation rate | 68.9% | 75.8%-6.9pp | 82.8%-13.9pp | 69.3%-0.4pp |
| Annual return | 16.17% | 45.07%-28.9pp | 263.57%-247.4pp | 318.53%-302.4pp |
| Employer contribution / active EE | $6,533 | $3,318+96.9% | $4,829+35.3% | $2,565+154.7% |
| Participant deferral / active EE | $2,635 | $5,945-55.7% | $7,352-64.2% | $3,952-33.3% |
| Admin fee / account holder | $936 | $6,933-86.5% | $10,799-91.3% | $6,260-85.0% |