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 | $77,118 | $85,202-9.5% | $172,739-55.4% | $72,985+5.7% |
| Participation rate | 48.1% | 70.1%-21.9pp | 82.6%-34.5pp | 69.5%-21.3pp |
| Annual return | 24.66% | 27.32%-2.7pp | 802.84%-778.2pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,988 | $3,324-10.1% | $5,143-41.9% | $2,440+22.5% |
| Participant deferral / active EE | $6,636 | $3,260+103.6% | $5,198+27.7% | $3,607+84.0% |
| Admin fee / account holder | $5,647 | $5,884-4.0% | $13,954-59.5% | $5,124+10.2% |