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 7-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 | $39,533 | $165,335-76.1% | $149,696-73.6% | $158,922-75.1% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 50.32% | 348.15%-297.8pp | 276.60%-226.3pp | 302.83%-252.5pp |
| Employer contribution / active EE | $3,764 | $5,103-26.2% | $4,644-19.0% | $4,761-20.9% |
| Participant deferral / active EE | $5,283 | $7,181-26.4% | $6,842-22.8% | $5,982-11.7% |
| Admin fee / account holder | $5,281 | $10,807-51.1% | $9,309-43.3% | $11,246-53.0% |