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 | $66,462 | $63,346+4.9% | $92,233-27.9% | $70,131-5.2% |
| Participation rate | 62.3% | 68.7%-6.4pp | 76.5%-14.2pp | 69.5%-7.3pp |
| Annual return | 17.36% | 530.12%-512.8pp | 176.28%-158.9pp | 73.14%-55.8pp |
| Employer contribution / active EE | $2,873 | $2,471+16.3% | $3,679-21.9% | $2,342+22.6% |
| Participant deferral / active EE | $4,806 | $2,854+68.4% | $3,897+23.3% | $3,332+44.2% |
| Admin fee / account holder | $584 | $3,840-84.8% | $5,194-88.8% | $4,645-87.4% |