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 | $51,711 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 58.3% | 82.1%-23.7pp | 78.1%-19.7pp | 80.1%-21.8pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,951 | $4,810-59.4% | $4,305-54.7% | $4,299-54.6% |
| Participant deferral / active EE | $6,542 | $6,272+4.3% | $5,540+18.1% | $6,507+0.5% |
| Admin fee / account holder | $38,878 | $16,786+131.6% | $14,329+171.3% | $12,624+208.0% |