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 | $78,328 | $85,202-8.1% | $172,739-54.7% | $72,985+7.3% |
| Participation rate | 62.9% | 70.1%-7.2pp | 82.6%-19.8pp | 69.5%-6.6pp |
| Annual return | 30.72% | 27.32%+3.4pp | 802.84%-772.1pp | 81.00%-50.3pp |
| Employer contribution / active EE | $1,541 | $3,324-53.7% | $5,143-70.0% | $2,440-36.9% |
| Participant deferral / active EE | $3,155 | $3,260-3.2% | $5,198-39.3% | $3,607-12.5% |
| Admin fee / account holder | $8,655 | $5,884+47.1% | $13,954-38.0% | $5,124+68.9% |