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 | $63,240 | $105,181-39.9% | $159,436-60.3% | $85,850-26.3% |
| Participation rate | 46.2% | 75.8%-29.6pp | 82.8%-36.7pp | 69.3%-23.2pp |
| Annual return | 14.63% | 45.07%-30.4pp | 263.57%-248.9pp | 318.53%-303.9pp |
| Employer contribution / active EE | $2,662 | $3,318-19.8% | $4,829-44.9% | $2,565+3.8% |
| Participant deferral / active EE | $5,110 | $5,945-14.0% | $7,352-30.5% | $3,952+29.3% |
| Admin fee / account holder | $485 | $6,933-93.0% | $10,799-95.5% | $6,260-92.3% |