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 | $52,731 | $165,984-68.2% | $164,813-68.0% | $145,922-63.9% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 17.41% | 100.03%-82.6pp | 69.93%-52.5pp | 561.29%-543.9pp |
| Employer contribution / active EE | $2,847 | $5,273-46.0% | $4,341-34.4% | $4,660-38.9% |
| Participant deferral / active EE | $3,553 | $6,959-48.9% | $6,031-41.1% | $6,688-46.9% |
| Admin fee / account holder | $3,889 | $16,648-76.6% | $12,690-69.4% | $13,397-71.0% |