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 7-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 | $52,499 | $149,734-64.9% | $118,925-55.9% | $158,922-67.0% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 24.28% | 19.95%+4.3pp | 35.88%-11.6pp | 302.83%-278.5pp |
| Employer contribution / active EE | $1,791 | $4,115-56.5% | $3,263-45.1% | $4,761-62.4% |
| Participant deferral / active EE | $8,473 | $5,223+62.2% | $4,265+98.7% | $5,982+41.6% |
| Admin fee / account holder | $892 | $8,603-89.6% | $6,581-86.4% | $11,246-92.1% |