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 | $61,738 | $183,519-66.4% | $155,509-60.3% | $145,922-57.7% |
| Participation rate | 52.9% | 82.7%-29.7pp | 78.2%-25.2pp | 80.3%-27.3pp |
| Annual return | 9.87% | 61.17%-51.3pp | 64.67%-54.8pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,186 | $5,313-40.0% | $4,672-31.8% | $4,660-31.6% |
| Participant deferral / active EE | $6,480 | $6,462+0.3% | $5,626+15.2% | $6,688-3.1% |
| Admin fee / account holder | $19,699 | $19,313+2.0% | $15,912+23.8% | $13,397+47.0% |