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 | $57,910 | $74,888-22.7% | $71,209-18.7% | $142,382-59.3% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.1%-20.1pp |
| Annual return | 14.22% | 345.14%-330.9pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,595 | $2,854-9.1% | $2,721-4.6% | $4,299-39.6% |
| Participant deferral / active EE | $7,607 | $4,454+70.8% | $4,175+82.2% | $6,507+16.9% |
| Admin fee / account holder | $45,999 | $5,568+726.1% | $5,349+760.0% | $12,624+264.4% |