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 | $69,176 | $89,355-22.6% | $141,162-51.0% | $72,985-5.2% |
| Participation rate | 53.1% | 75.1%-22.0pp | 82.5%-29.3pp | 69.5%-16.4pp |
| Annual return | 21.49% | 111.85%-90.4pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $2,120 | $3,114-31.9% | $4,735-55.2% | $2,440-13.1% |
| Participant deferral / active EE | $4,978 | $5,418-8.1% | $6,709-25.8% | $3,607+38.0% |
| Admin fee / account holder | $3,222 | $5,958-45.9% | $10,261-68.6% | $5,124-37.1% |