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 | $73,690 | $100,923-27.0% | $150,045-50.9% | $74,304-0.8% |
| Participation rate | 38.7% | 70.1%-31.4pp | 82.3%-43.6pp | 60.3%-21.7pp |
| Annual return | 18.04% | 51.77%-33.7pp | 62.55%-44.5pp | 29.43%-11.4pp |
| Employer contribution / active EE | $3,108 | $3,463-10.3% | $4,693-33.8% | $2,241+38.7% |
| Participant deferral / active EE | $8,193 | $6,709+22.1% | $7,997+2.4% | $3,767+117.5% |
| Admin fee / account holder | $10,725 | $2,767+287.6% | $13,435-20.2% | $2,969+261.2% |