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 | $72,767 | $81,625-10.9% | $167,512-56.6% | $74,304-2.1% |
| Participation rate | 65.2% | 60.0%+5.1pp | 77.1%-11.9pp | 60.3%+4.8pp |
| Annual return | 18.42% | 26.09%-7.7pp | 1615.79%-1597.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $2,116 | $2,010+5.2% | $3,882-45.5% | $2,241-5.6% |
| Participant deferral / active EE | $4,570 | $4,115+11.1% | $6,405-28.6% | $3,767+21.3% |
| Admin fee / account holder | $4,161 | $3,474+19.8% | $9,769-57.4% | $2,969+40.2% |