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 | $70,499 | $86,944-18.9% | $107,525-34.4% | $74,304-5.1% |
| Participation rate | 40.9% | 59.6%-18.6pp | 75.1%-34.2pp | 60.3%-19.4pp |
| Annual return | 16.49% | 23.52%-7.0pp | 181.32%-164.8pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,693 | $2,757-38.6% | $3,754-54.9% | $2,241-24.4% |
| Participant deferral / active EE | $3,129 | $3,554-12.0% | $5,116-38.8% | $3,767-16.9% |
| Admin fee / account holder | $5,113 | $3,727+37.2% | $8,919-42.7% | $2,969+72.2% |