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 8-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 | $55,252 | $165,335-66.6% | $149,696-63.1% | $158,922-65.2% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 41.25% | 348.15%-306.9pp | 276.60%-235.4pp | 302.83%-261.6pp |
| Employer contribution / active EE | $2,280 | $5,103-55.3% | $4,644-50.9% | $4,761-52.1% |
| Participant deferral / active EE | $6,455 | $7,181-10.1% | $6,842-5.7% | $5,982+7.9% |
| Admin fee / account holder | $326 | $10,807-97.0% | $9,309-96.5% | $11,246-97.1% |