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 | $56,559 | $183,519-69.2% | $155,509-63.6% | $145,922-61.2% |
| Participation rate | 69.2% | 82.7%-13.4pp | 78.2%-9.0pp | 80.3%-11.0pp |
| Annual return | 12.21% | 61.17%-49.0pp | 64.67%-52.5pp | 561.29%-549.1pp |
| Employer contribution / active EE | $5,722 | $5,313+7.7% | $4,672+22.5% | $4,660+22.8% |
| Participant deferral / active EE | $7,887 | $6,462+22.0% | $5,626+40.2% | $6,688+17.9% |
| Admin fee / account holder | $439 | $19,313-97.7% | $15,912-97.2% | $13,397-96.7% |