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 | $60,725 | $175,202-65.3% | $149,673-59.4% | $139,434-56.4% |
| Participation rate | 69.2% | 83.4%-14.1pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | 17.47% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $1,747 | $5,474-68.1% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $2,521 | $6,519-61.3% | $5,680-55.6% | $6,710-62.4% |
| Admin fee / account holder | $928 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |