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 | $71,133 | $74,888-5.0% | $71,209-0.1% | $142,382-50.0% |
| Participation rate | 55.0% | 76.2%-21.2pp | 73.8%-18.8pp | 80.1%-25.1pp |
| Annual return | 16.88% | 345.14%-328.3pp | 282.51%-265.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,781 | $2,854+32.5% | $2,721+39.0% | $4,299-12.1% |
| Participant deferral / active EE | $5,027 | $4,454+12.8% | $4,175+20.4% | $6,507-22.8% |
| Admin fee / account holder | $6,056 | $5,568+8.7% | $5,349+13.2% | $12,624-52.0% |