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 | $50,625 | $176,812-71.4% | $146,665-65.5% | $167,490-69.8% |
| Participation rate | 53.8% | 83.6%-29.8pp | 80.1%-26.2pp | 82.1%-28.3pp |
| Annual return | 12.37% | 24.03%-11.7pp | 22.74%-10.4pp | 478.56%-466.2pp |
| Employer contribution / active EE | $1,486 | $5,160-71.2% | $4,136-64.1% | $4,837-69.3% |
| Participant deferral / active EE | $3,427 | $6,440-46.8% | $5,506-37.8% | $6,341-46.0% |
| Admin fee / account holder | $5,057 | $13,259-61.9% | $10,280-50.8% | $12,309-58.9% |