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 | $66,075 | $86,286-23.4% | $111,297-40.6% | $85,850-23.0% |
| Participation rate | 61.8% | 73.3%-11.6pp | 77.3%-15.5pp | 69.3%-7.6pp |
| Annual return | 16.87% | 19.99%-3.1pp | 54.65%-37.8pp | 318.53%-301.7pp |
| Employer contribution / active EE | $1,910 | $2,043-6.5% | $2,731-30.1% | $2,565-25.5% |
| Participant deferral / active EE | $3,472 | $3,641-4.6% | $4,487-22.6% | $3,952-12.2% |
| Admin fee / account holder | $14,837 | $8,188+81.2% | $7,964+86.3% | $6,260+137.0% |