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 | $69,353 | $98,750-29.8% | $149,696-53.7% | $79,858-13.2% |
| Participation rate | 56.4% | 75.8%-19.4pp | 82.5%-26.1pp | 69.6%-13.2pp |
| Annual return | 13.35% | 27.43%-14.1pp | 276.60%-263.3pp | 31.71%-18.4pp |
| Employer contribution / active EE | $2,018 | $3,216-37.3% | $4,644-56.5% | $2,471-18.3% |
| Participant deferral / active EE | $5,637 | $5,680-0.8% | $6,842-17.6% | $3,740+50.7% |
| Admin fee / account holder | $4,279 | $6,053-29.3% | $9,309-54.0% | $5,306-19.4% |