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 | $47,665 | $159,901-70.2% | $146,958-67.6% | $145,922-67.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.12% | 98.13%-88.0pp | 418.34%-408.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $2,932 | $5,286-44.5% | $4,933-40.6% | $4,660-37.1% |
| Participant deferral / active EE | $8,497 | $8,428+0.8% | $8,070+5.3% | $6,688+27.1% |
| Admin fee / account holder | $48,992 | $15,044+225.7% | $12,998+276.9% | $13,397+265.7% |