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 | $69,748 | $114,381-39.0% | $107,525-35.1% | $142,382-51.0% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 11.76% | 242.71%-230.9pp | 181.32%-169.6pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,205 | $4,015-45.1% | $3,754-41.3% | $4,299-48.7% |
| Participant deferral / active EE | $6,423 | $5,564+15.4% | $5,116+25.6% | $6,507-1.3% |
| Admin fee / account holder | $21,985 | $9,860+123.0% | $8,919+146.5% | $12,624+74.2% |