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 | $69,908 | $165,335-57.7% | $149,696-53.3% | $158,922-56.0% |
| Participation rate | 54.2% | 84.6%-30.4pp | 82.5%-28.3pp | 82.0%-27.8pp |
| Annual return | 18.91% | 348.15%-329.2pp | 276.60%-257.7pp | 302.83%-283.9pp |
| Employer contribution / active EE | $2,220 | $5,103-56.5% | $4,644-52.2% | $4,761-53.4% |
| Participant deferral / active EE | $7,430 | $7,181+3.5% | $6,842+8.6% | $5,982+24.2% |
| Admin fee / account holder | $13,101 | $10,807+21.2% | $9,309+40.7% | $11,246+16.5% |