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 | $45,557 | $105,181-56.7% | $159,436-71.4% | $85,850-46.9% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.8%-20.8pp | 69.3%-7.2pp |
| Annual return | 233.30% | 45.07%+188.2pp | 263.57%-30.3pp | 318.53%-85.2pp |
| Employer contribution / active EE | $2,164 | $3,318-34.8% | $4,829-55.2% | $2,565-15.7% |
| Participant deferral / active EE | $3,468 | $5,945-41.7% | $7,352-52.8% | $3,952-12.2% |
| Admin fee / account holder | $1,355 | $6,933-80.5% | $10,799-87.5% | $6,260-78.4% |