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 6-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 | $59,764 | $175,202-65.9% | $149,673-60.1% | $139,434-57.1% |
| Participation rate | 55.0% | 83.4%-28.4pp | 78.8%-23.8pp | 80.3%-25.3pp |
| Annual return | 18.77% | 166.71%-147.9pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $1,819 | $5,474-66.8% | $4,818-62.3% | $4,751-61.7% |
| Participant deferral / active EE | $2,660 | $6,519-59.2% | $5,680-53.2% | $6,710-60.4% |
| Admin fee / account holder | $8,324 | $16,150-48.5% | $13,210-37.0% | $11,403-27.0% |