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 | $62,877 | $63,346-0.7% | $92,233-31.8% | $70,131-10.3% |
| Participation rate | 60.8% | 68.7%-7.9pp | 76.5%-15.7pp | 69.5%-8.8pp |
| Annual return | 14.90% | 530.12%-515.2pp | 176.28%-161.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,661 | $2,471+7.7% | $3,679-27.7% | $2,342+13.6% |
| Participant deferral / active EE | $4,847 | $2,854+69.8% | $3,897+24.4% | $3,332+45.5% |
| Admin fee / account holder | $1,497 | $3,840-61.0% | $5,194-71.2% | $4,645-67.8% |