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 | $55,710 | $58,208-4.3% | $81,812-31.9% | $80,856-31.1% |
| Participation rate | 65.4% | 63.4%+2.0pp | 72.3%-7.0pp | 67.6%-2.3pp |
| Annual return | 13.70% | 41.66%-28.0pp | 773.79%-760.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $6,200 | $2,340+164.9% | $2,912+112.9% | $2,755+125.0% |
| Participant deferral / active EE | $4,913 | $3,281+49.8% | $4,319+13.8% | $4,296+14.4% |
| Admin fee / account holder | $4,590 | $4,981-7.9% | $7,386-37.9% | $6,918-33.6% |