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 | $66,563 | $85,202-21.9% | $172,739-61.5% | $72,985-8.8% |
| Participation rate | 69.2% | 70.1%-0.8pp | 82.6%-13.4pp | 69.5%-0.3pp |
| Annual return | 21.68% | 27.32%-5.6pp | 802.84%-781.2pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,973 | $3,324-40.7% | $5,143-61.6% | $2,440-19.2% |
| Participant deferral / active EE | $4,768 | $3,260+46.2% | $5,198-8.3% | $3,607+32.2% |
| Admin fee / account holder | $1,212 | $5,884-79.4% | $13,954-91.3% | $5,124-76.3% |