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 | $47,859 | $210,648-77.3% | $177,989-73.1% | $145,922-67.2% |
| Participation rate | 63.6% | 80.8%-17.1pp | 77.1%-13.4pp | 80.3%-16.6pp |
| Annual return | 14.07% | 385.86%-371.8pp | 294.48%-280.4pp | 561.29%-547.2pp |
| Employer contribution / active EE | $2,306 | $4,565-49.5% | $3,949-41.6% | $4,660-50.5% |
| Participant deferral / active EE | $4,224 | $6,958-39.3% | $6,276-32.7% | $6,688-36.8% |
| Admin fee / account holder | $2,281 | $12,013-81.0% | $10,363-78.0% | $13,397-83.0% |