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 | $61,695 | $165,335-62.7% | $149,696-58.8% | $158,922-61.2% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 102.78% | 348.15%-245.4pp | 276.60%-173.8pp | 302.83%-200.0pp |
| Employer contribution / active EE | $1,905 | $5,103-62.7% | $4,644-59.0% | $4,761-60.0% |
| Participant deferral / active EE | $3,886 | $7,181-45.9% | $6,842-43.2% | $5,982-35.0% |
| Admin fee / account holder | $20,265 | $10,807+87.5% | $9,309+117.7% | $11,246+80.2% |