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 | $74,200 | $101,069-26.6% | $81,478-8.9% | $147,584-49.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 68.0%-18.0pp | 82.8%-32.8pp |
| Annual return | 18.32% | 32.40%-14.1pp | 38.78%-20.5pp | 578.55%-560.2pp |
| Employer contribution / active EE | $2,216 | $3,205-30.8% | $2,568-13.7% | $4,876-54.5% |
| Participant deferral / active EE | $3,712 | $4,242-12.5% | $3,537+4.9% | $5,439-31.8% |
| Admin fee / account holder | $2,090 | $5,812-64.0% | $4,561-54.2% | $10,885-80.8% |