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 | $52,906 | $165,984-68.1% | $164,813-67.9% | $145,922-63.7% |
| Participation rate | 52.9% | 82.0%-29.1pp | 78.6%-25.7pp | 80.3%-27.3pp |
| Annual return | 19.84% | 100.03%-80.2pp | 69.93%-50.1pp | 561.29%-541.4pp |
| Employer contribution / active EE | $1,765 | $5,273-66.5% | $4,341-59.3% | $4,660-62.1% |
| Participant deferral / active EE | $3,078 | $6,959-55.8% | $6,031-49.0% | $6,688-54.0% |
| Admin fee / account holder | $17,474 | $16,648+5.0% | $12,690+37.7% | $13,397+30.4% |