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 | $67,903 | $99,957-32.1% | $149,696-54.6% | $73,488-7.6% |
| Participation rate | 56.5% | 75.7%-19.2pp | 82.5%-26.0pp | 70.7%-14.2pp |
| Annual return | 20.75% | 53.87%-33.1pp | 276.60%-255.9pp | 28.51%-7.8pp |
| Employer contribution / active EE | $1,549 | $3,191-51.4% | $4,644-66.6% | $2,270-31.7% |
| Participant deferral / active EE | $3,584 | $6,073-41.0% | $6,842-47.6% | $3,740-4.2% |
| Admin fee / account holder | $2,686 | $551+387.7% | $9,309-71.1% | $513+423.5% |