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 3-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 | $39,347 | $183,519-78.6% | $155,509-74.7% | $145,922-73.0% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 22.40% | 61.17%-38.8pp | 64.67%-42.3pp | 561.29%-538.9pp |
| Employer contribution / active EE | $2,868 | $5,313-46.0% | $4,672-38.6% | $4,660-38.4% |
| Participant deferral / active EE | $6,561 | $6,462+1.5% | $5,626+16.6% | $6,688-1.9% |
| Admin fee / account holder | $2,587 | $19,313-86.6% | $15,912-83.7% | $13,397-80.7% |