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 | $69,725 | $209,411-66.7% | $178,490-60.9% | $158,922-56.1% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 11.87% | 188.75%-176.9pp | 151.07%-139.2pp | 302.83%-291.0pp |
| Employer contribution / active EE | $1,891 | $5,706-66.9% | $5,011-62.3% | $4,761-60.3% |
| Participant deferral / active EE | $2,436 | $5,954-59.1% | $5,202-53.2% | $5,982-59.3% |
| Admin fee / account holder | $1,542 | $17,074-91.0% | $13,984-89.0% | $11,246-86.3% |