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 | $73,689 | $81,208-9.3% | $98,907-25.5% | $79,858-7.7% |
| Participation rate | 49.3% | 72.5%-23.2pp | 76.0%-26.7pp | 69.6%-20.3pp |
| Annual return | 16.76% | 60.99%-44.2pp | 196.43%-179.7pp | 31.71%-15.0pp |
| Employer contribution / active EE | $1,484 | $1,960-24.3% | $2,689-44.8% | $2,471-39.9% |
| Participant deferral / active EE | $2,630 | $3,265-19.4% | $4,244-38.0% | $3,740-29.7% |
| Admin fee / account holder | $4,548 | $6,013-24.4% | $6,642-31.5% | $5,306-14.3% |