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 | $65,135 | $175,202-62.8% | $149,673-56.5% | $139,434-53.3% |
| Participation rate | 52.9% | 83.4%-30.4pp | 78.8%-25.8pp | 80.3%-27.4pp |
| Annual return | 18.11% | 166.71%-148.6pp | 134.42%-116.3pp | 372.94%-354.8pp |
| Employer contribution / active EE | $1,214 | $5,474-77.8% | $4,818-74.8% | $4,751-74.4% |
| Participant deferral / active EE | $3,709 | $6,519-43.1% | $5,680-34.7% | $6,710-44.7% |
| Admin fee / account holder | $3,092 | $16,150-80.9% | $13,210-76.6% | $11,403-72.9% |