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 | $71,222 | $98,750-27.9% | $149,696-52.4% | $79,858-10.8% |
| Participation rate | 61.1% | 75.8%-14.7pp | 82.5%-21.4pp | 69.6%-8.5pp |
| Annual return | 21.85% | 27.43%-5.6pp | 276.60%-254.7pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,549 | $3,216-51.8% | $4,644-66.6% | $2,471-37.3% |
| Participant deferral / active EE | $5,474 | $5,680-3.6% | $6,842-20.0% | $3,740+46.4% |
| Admin fee / account holder | $8,233 | $6,053+36.0% | $9,309-11.6% | $5,306+55.2% |