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 | $51,984 | $138,065-62.3% | $123,544-57.9% | $135,375-61.6% |
| Participation rate | 52.4% | 84.7%-32.4pp | 82.3%-29.9pp | 82.6%-30.3pp |
| Annual return | 1.28% | 153.68%-152.4pp | 119.20%-117.9pp | 519.73%-518.5pp |
| Employer contribution / active EE | $2,715 | $5,151-47.3% | $4,628-41.3% | $4,779-43.2% |
| Participant deferral / active EE | $7,364 | $6,799+8.3% | $6,426+14.6% | $5,609+31.3% |
| Admin fee / account holder | $1,436 | $10,916-86.8% | $9,284-84.5% | $10,827-86.7% |