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 | $60,725 | $102,317-40.7% | $146,958-58.7% | $80,856-24.9% |
| Participation rate | 63.6% | 75.8%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 12.97% | 134.76%-121.8pp | 418.34%-405.4pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,185 | $3,713-14.2% | $4,933-35.4% | $2,755+15.6% |
| Participant deferral / active EE | $5,714 | $6,644-14.0% | $8,070-29.2% | $4,296+33.0% |
| Admin fee / account holder | $1,358 | $7,941-82.9% | $12,998-89.6% | $6,918-80.4% |