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 | $76,893 | $89,355-13.9% | $141,162-45.5% | $72,985+5.4% |
| Participation rate | 63.5% | 75.1%-11.7pp | 82.5%-19.0pp | 69.5%-6.0pp |
| Annual return | 20.82% | 111.85%-91.0pp | 71.39%-50.6pp | 81.00%-60.2pp |
| Employer contribution / active EE | $1,117 | $3,114-64.1% | $4,735-76.4% | $2,440-54.2% |
| Participant deferral / active EE | $2,778 | $5,418-48.7% | $6,709-58.6% | $3,607-23.0% |
| Admin fee / account holder | $2,586 | $5,958-56.6% | $10,261-74.8% | $5,124-49.5% |