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 8-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 | $53,535 | $165,335-67.6% | $149,696-64.2% | $158,922-66.3% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 32.31% | 348.15%-315.8pp | 276.60%-244.3pp | 302.83%-270.5pp |
| Employer contribution / active EE | $4,134 | $5,103-19.0% | $4,644-11.0% | $4,761-13.2% |
| Participant deferral / active EE | $8,772 | $7,181+22.1% | $6,842+28.2% | $5,982+46.6% |
| Admin fee / account holder | $15,000 | $10,807+38.8% | $9,309+61.1% | $11,246+33.4% |