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 | $66,848 | $115,770-42.3% | $101,248-34.0% | $158,922-57.9% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 9.64% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $5,794 | $4,175+38.8% | $3,660+58.3% | $4,761+21.7% |
| Participant deferral / active EE | $7,494 | $4,957+51.2% | $4,370+71.5% | $5,982+25.3% |
| Admin fee / account holder | $29,218 | $7,245+303.3% | $5,945+391.4% | $11,246+159.8% |