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 | $75,673 | $209,411-63.9% | $178,490-57.6% | $158,922-52.4% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 13.18% | 188.75%-175.6pp | 151.07%-137.9pp | 302.83%-289.6pp |
| Employer contribution / active EE | $2,546 | $5,706-55.4% | $5,011-49.2% | $4,761-46.5% |
| Participant deferral / active EE | $9,497 | $5,954+59.5% | $5,202+82.6% | $5,982+58.8% |
| Admin fee / account holder | $5,041 | $17,074-70.5% | $13,984-64.0% | $11,246-55.2% |