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 | $61,332 | $159,602-61.6% | $150,045-59.1% | $142,382-56.9% |
| Participation rate | 33.3% | 84.0%-50.6pp | 82.3%-49.0pp | 80.1%-46.8pp |
| Annual return | 14.31% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $3,333 | $4,961-32.8% | $4,693-29.0% | $4,299-22.5% |
| Participant deferral / active EE | $3,333 | $8,310-59.9% | $7,997-58.3% | $6,507-48.8% |
| Admin fee / account holder | $202,502 | $14,846+1264.0% | $13,435+1407.3% | $12,624+1504.1% |