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 | $62,398 | $228,332-72.7% | $185,823-66.4% | $158,922-60.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 17.33% | 40.80%-23.5pp | 35.95%-18.6pp | 302.83%-285.5pp |
| Employer contribution / active EE | $1,376 | $4,967-72.3% | $4,087-66.3% | $4,761-71.1% |
| Participant deferral / active EE | $3,706 | $6,415-42.2% | $5,632-34.2% | $5,982-38.0% |
| Admin fee / account holder | $675 | $11,864-94.3% | $9,500-92.9% | $11,246-94.0% |