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 | $54,854 | $227,553-75.9% | $189,557-71.1% | $167,490-67.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.4%-28.4pp | 82.1%-32.1pp |
| Annual return | 16.43% | 78.40%-62.0pp | 64.17%-47.7pp | 478.56%-462.1pp |
| Employer contribution / active EE | $3,278 | $5,316-38.4% | $4,412-25.7% | $4,837-32.2% |
| Participant deferral / active EE | $7,578 | $7,002+8.2% | $6,174+22.8% | $6,341+19.5% |
| Admin fee / account holder | $416 | $11,878-96.5% | $9,807-95.8% | $12,309-96.6% |