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 | $53,451 | $159,901-66.6% | $146,958-63.6% | $145,922-63.4% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 21.98% | 98.13%-76.2pp | 418.34%-396.4pp | 561.29%-539.3pp |
| Employer contribution / active EE | $3,037 | $5,286-42.6% | $4,933-38.4% | $4,660-34.8% |
| Participant deferral / active EE | $9,750 | $8,428+15.7% | $8,070+20.8% | $6,688+45.8% |
| Admin fee / account holder | $55,117 | $15,044+266.4% | $12,998+324.0% | $13,397+311.4% |