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 | $56,606 | $197,591-71.4% | $177,821-68.2% | $158,922-64.4% |
| Participation rate | 33.3% | 88.5%-55.2pp | 87.7%-54.4pp | 82.0%-48.6pp |
| Annual return | 30.39% | 58.76%-28.4pp | 48.32%-17.9pp | 302.83%-272.4pp |
| Employer contribution / active EE | $2,513 | $6,697-62.5% | $5,918-57.5% | $4,761-47.2% |
| Participant deferral / active EE | $4,769 | $8,405-43.3% | $7,714-38.2% | $5,982-20.3% |
| Admin fee / account holder | $1,664 | $15,399-89.2% | $12,427-86.6% | $11,246-85.2% |