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 6-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 | $45,052 | $111,724-59.7% | $93,606-51.9% | $145,922-69.1% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 25.81% | 202.98%-177.2pp | 133.20%-107.4pp | 561.29%-535.5pp |
| Employer contribution / active EE | $1,260 | $3,090-59.2% | $2,420-47.9% | $4,660-73.0% |
| Participant deferral / active EE | $9,974 | $4,912+103.1% | $4,411+126.1% | $6,688+49.1% |
| Admin fee / account holder | $18,175 | $10,250+77.3% | $8,285+119.4% | $13,397+35.7% |