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 | $34,783 | $63,346-45.1% | $92,233-62.3% | $70,131-50.4% |
| Participation rate | 66.7% | 68.7%-2.0pp | 76.5%-9.8pp | 69.5%-2.9pp |
| Annual return | 20.94% | 530.12%-509.2pp | 176.28%-155.3pp | 73.14%-52.2pp |
| Employer contribution / active EE | $2,646 | $2,471+7.1% | $3,679-28.1% | $2,342+13.0% |
| Participant deferral / active EE | $4,202 | $2,854+47.2% | $3,897+7.8% | $3,332+26.1% |
| Admin fee / account holder | $4,075 | $3,840+6.1% | $5,194-21.5% | $4,645-12.3% |