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 9-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 | $58,984 | $112,096-47.4% | $95,952-38.5% | $158,922-62.9% |
| Participation rate | 25.0% | 79.0%-54.0pp | 77.1%-52.1pp | 82.0%-57.0pp |
| Annual return | 18.94% | 171.09%-152.2pp | 91.61%-72.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $1,000 | $3,198-68.7% | $2,541-60.6% | $4,761-79.0% |
| Participant deferral / active EE | $2,391 | $4,784-50.0% | $4,167-42.6% | $5,982-60.0% |
| Admin fee / account holder | $2,668 | $10,130-73.7% | $6,795-60.7% | $11,246-76.3% |