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 | $64,849 | $97,744-33.7% | $103,476-37.3% | $145,922-55.6% |
| Participation rate | 68.2% | 81.1%-12.9pp | 80.5%-12.3pp | 80.3%-12.1pp |
| Annual return | 13.90% | 25.41%-11.5pp | 23.90%-10.0pp | 561.29%-547.4pp |
| Employer contribution / active EE | $5,351 | $4,677+14.4% | $4,672+14.5% | $4,660+14.8% |
| Participant deferral / active EE | $9,117 | $6,603+38.1% | $6,623+37.7% | $6,688+36.3% |
| Admin fee / account holder | $43,919 | $12,515+250.9% | $9,413+366.6% | $13,397+227.8% |