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 | $71,783 | $149,734-52.1% | $118,925-39.6% | $158,922-54.8% |
| Participation rate | 66.7% | 82.1%-15.4pp | 75.4%-8.7pp | 82.0%-15.3pp |
| Annual return | 25.14% | 19.95%+5.2pp | 35.88%-10.7pp | 302.83%-277.7pp |
| Employer contribution / active EE | $1,243 | $4,115-69.8% | $3,263-61.9% | $4,761-73.9% |
| Participant deferral / active EE | $4,407 | $5,223-15.6% | $4,265+3.3% | $5,982-26.3% |
| Admin fee / account holder | $2,056 | $8,603-76.1% | $6,581-68.8% | $11,246-81.7% |