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 | $54,303 | $176,056-69.2% | $159,436-65.9% | $167,490-67.6% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.5pp |
| Annual return | 13.42% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $3,124 | $5,297-41.0% | $4,829-35.3% | $4,837-35.4% |
| Participant deferral / active EE | $6,818 | $7,750-12.0% | $7,352-7.3% | $6,341+7.5% |
| Admin fee / account holder | $10,404 | $12,554-17.1% | $10,799-3.7% | $12,309-15.5% |