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 3-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 | $51,882 | $183,519-71.7% | $155,509-66.6% | $145,922-64.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 14.32% | 61.17%-46.8pp | 64.67%-50.3pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,311 | $5,313-75.3% | $4,672-71.9% | $4,660-71.9% |
| Participant deferral / active EE | $10,656 | $6,462+64.9% | $5,626+89.4% | $6,688+59.3% |
| Admin fee / account holder | $3,473 | $19,313-82.0% | $15,912-78.2% | $13,397-74.1% |