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 | $70,341 | $175,202-59.9% | $149,673-53.0% | $139,434-49.6% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 15.11% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $1,117 | $5,474-79.6% | $4,818-76.8% | $4,751-76.5% |
| Participant deferral / active EE | $5,585 | $6,519-14.3% | $5,680-1.7% | $6,710-16.8% |
| Admin fee / account holder | $6,174 | $16,150-61.8% | $13,210-53.3% | $11,403-45.9% |