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 | $69,262 | $48,046+44.2% | $84,611-18.1% | $72,985-5.1% |
| Participation rate | 51.5% | 57.6%-6.1pp | 68.2%-16.8pp | 69.5%-18.0pp |
| Annual return | 29.98% | 37.38%-7.4pp | 258.74%-228.8pp | 81.00%-51.0pp |
| Employer contribution / active EE | $1,124 | $1,602-29.8% | $2,652-57.6% | $2,440-53.9% |
| Participant deferral / active EE | $4,947 | $2,680+84.6% | $3,899+26.9% | $3,607+37.1% |
| Admin fee / account holder | $940 | $3,395-72.3% | $4,912-80.9% | $5,124-81.7% |