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 | $60,094 | $85,202-29.5% | $172,739-65.2% | $72,985-17.7% |
| Participation rate | 63.6% | 70.1%-6.4pp | 82.6%-19.0pp | 69.5%-5.8pp |
| Annual return | 24.98% | 27.32%-2.3pp | 802.84%-777.9pp | 81.00%-56.0pp |
| Employer contribution / active EE | $2,350 | $3,324-29.3% | $5,143-54.3% | $2,440-3.7% |
| Participant deferral / active EE | $4,553 | $3,260+39.7% | $5,198-12.4% | $3,607+26.2% |
| Admin fee / account holder | $358 | $5,884-93.9% | $13,954-97.4% | $5,124-93.0% |