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 | $72,067 | $75,183-4.1% | $123,892-41.8% | $55,167+30.6% |
| Participation rate | 58.7% | 72.8%-14.2pp | 81.4%-22.8pp | 69.0%-10.3pp |
| Annual return | 11.84% | 19.01%-7.2pp | 47.52%-35.7pp | 169.23%-157.4pp |
| Employer contribution / active EE | $1,730 | $2,823-38.7% | $4,617-62.5% | $1,963-11.9% |
| Participant deferral / active EE | $3,575 | $5,084-29.7% | $5,984-40.3% | $3,054+17.1% |
| Admin fee / account holder | $1,862 | $663+181.0% | $8,357-77.7% | $504+269.5% |