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 | $70,777 | $102,317-30.8% | $146,958-51.8% | $80,856-12.5% |
| Participation rate | 55.6% | 75.8%-20.3pp | 82.2%-26.6pp | 67.6%-12.1pp |
| Annual return | 13.55% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,518 | $3,713-32.2% | $4,933-48.9% | $2,755-8.6% |
| Participant deferral / active EE | $5,820 | $6,644-12.4% | $8,070-27.9% | $4,296+35.5% |
| Admin fee / account holder | $13,866 | $7,941+74.6% | $12,998+6.7% | $6,918+100.4% |