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 | $69,308 | $111,724-38.0% | $93,606-26.0% | $145,922-52.5% |
| Participation rate | 65.0% | 74.2%-9.2pp | 68.7%-3.7pp | 80.3%-15.3pp |
| Annual return | 12.29% | 202.98%-190.7pp | 133.20%-120.9pp | 561.29%-549.0pp |
| Employer contribution / active EE | $2,010 | $3,090-34.9% | $2,420-16.9% | $4,660-56.9% |
| Participant deferral / active EE | $1,783 | $4,912-63.7% | $4,411-59.6% | $6,688-73.3% |
| Admin fee / account holder | $2,383 | $10,250-76.7% | $8,285-71.2% | $13,397-82.2% |