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 | $53,450 | $198,466-73.1% | $170,442-68.6% | $147,584-63.8% |
| Participation rate | 52.2% | 88.0%-35.8pp | 83.6%-31.4pp | 82.8%-30.7pp |
| Annual return | 17.47% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $1,510 | $6,184-75.6% | $5,433-72.2% | $4,876-69.0% |
| Participant deferral / active EE | $4,436 | $5,629-21.2% | $4,939-10.2% | $5,439-18.4% |
| Admin fee / account holder | $1,117 | $16,852-93.4% | $13,880-92.0% | $10,885-89.7% |