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 | $64,917 | $158,398-59.0% | $126,539-48.7% | $142,382-54.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 20.14% | 593.76%-573.6pp | 425.95%-405.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $50 | $4,650-98.9% | $3,674-98.7% | $4,299-98.8% |
| Participant deferral / active EE | $14,757 | $4,767+209.6% | $4,083+261.4% | $6,507+126.8% |
| Admin fee / account holder | $10,026 | $6,918+44.9% | $6,065+65.3% | $12,624-20.6% |