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 | $67,540 | $63,346+6.6% | $92,233-26.8% | $70,131-3.7% |
| Participation rate | 68.0% | 68.7%-0.7pp | 76.5%-8.5pp | 69.5%-1.5pp |
| Annual return | 12.65% | 530.12%-517.5pp | 176.28%-163.6pp | 73.14%-60.5pp |
| Employer contribution / active EE | $1,554 | $2,471-37.1% | $3,679-57.8% | $2,342-33.7% |
| Participant deferral / active EE | $1,726 | $2,854-39.5% | $3,897-55.7% | $3,332-48.2% |
| Admin fee / account holder | $1,000 | $3,840-74.0% | $5,194-80.7% | $4,645-78.5% |