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 | $50,941 | $159,602-68.1% | $150,045-66.0% | $142,382-64.2% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.3%-15.7pp | 80.1%-13.5pp |
| Annual return | 13.49% | 70.24%-56.8pp | 62.55%-49.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $18,451 | $4,961+272.0% | $4,693+293.2% | $4,299+329.2% |
| Participant deferral / active EE | $13,553 | $8,310+63.1% | $7,997+69.5% | $6,507+108.3% |
| Admin fee / account holder | $55,366 | $14,846+272.9% | $13,435+312.1% | $12,624+338.6% |