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 | $86,245 | $91,538-5.8% | $129,995-33.7% | $75,163+14.7% |
| Participation rate | 49.5% | 71.4%-22.0pp | 78.5%-29.0pp | 67.2%-17.7pp |
| Annual return | 21.81% | -631.11%+652.9pp | -137.18%+159.0pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,238 | $2,845-21.4% | $4,320-48.2% | $2,670-16.2% |
| Participant deferral / active EE | $5,124 | $4,341+18.0% | $5,820-12.0% | $4,125+24.2% |
| Admin fee / account holder | $3,988 | $6,790-41.3% | $10,614-62.4% | $5,651-29.4% |