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 8-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 | $62,576 | $159,901-60.9% | $146,958-57.4% | $145,922-57.1% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 14.58% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $3,259 | $5,286-38.3% | $4,933-33.9% | $4,660-30.0% |
| Participant deferral / active EE | $9,604 | $8,428+14.0% | $8,070+19.0% | $6,688+43.6% |
| Admin fee / account holder | $38,540 | $15,044+156.2% | $12,998+196.5% | $13,397+187.7% |