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 5-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 | $82,504 | $158,398-47.9% | $126,539-34.8% | $142,382-42.1% |
| Participation rate | 38.9% | 75.8%-36.9pp | 69.8%-30.9pp | 80.1%-41.2pp |
| Annual return | 11.96% | 593.76%-581.8pp | 425.95%-414.0pp | 217.08%-205.1pp |
| Employer contribution / active EE | $4,809 | $4,650+3.4% | $3,674+30.9% | $4,299+11.9% |
| Participant deferral / active EE | $5,883 | $4,767+23.4% | $4,083+44.1% | $6,507-9.6% |
| Admin fee / account holder | $44,356 | $6,918+541.2% | $6,065+631.4% | $12,624+251.4% |