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 | $65,487 | $109,982-40.5% | $97,226-32.6% | $145,922-55.1% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 15.06% | 242.90%-227.8pp | 75.13%-60.1pp | 561.29%-546.2pp |
| Employer contribution / active EE | $610 | $3,084-80.2% | $2,729-77.6% | $4,660-86.9% |
| Participant deferral / active EE | $1,566 | $4,676-66.5% | $4,264-63.3% | $6,688-76.6% |
| Admin fee / account holder | $4,341 | $6,221-30.2% | $5,654-23.2% | $13,397-67.6% |