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 10-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 | $52,220 | $165,335-68.4% | $149,696-65.1% | $158,922-67.1% |
| Participation rate | 29.2% | 84.6%-55.4pp | 82.5%-53.3pp | 82.0%-52.8pp |
| Annual return | 11.65% | 348.15%-336.5pp | 276.60%-264.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,644-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,169 | $7,181-55.9% | $6,842-53.7% | $5,982-47.0% |
| Admin fee / account holder | $11,521 | $10,807+6.6% | $9,309+23.8% | $11,246+2.4% |