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 9-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 | $69,518 | $158,398-56.1% | $126,539-45.1% | $142,382-51.2% |
| Participation rate | 58.3% | 75.8%-17.5pp | 69.8%-11.5pp | 80.1%-21.8pp |
| Annual return | 10.98% | 593.76%-582.8pp | 425.95%-415.0pp | 217.08%-206.1pp |
| Employer contribution / active EE | $1,490 | $4,650-68.0% | $3,674-59.5% | $4,299-65.3% |
| Participant deferral / active EE | $3,750 | $4,767-21.3% | $4,083-8.1% | $6,507-42.4% |
| Admin fee / account holder | $2,860 | $6,918-58.7% | $6,065-52.8% | $12,624-77.3% |