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 | $63,009 | $89,355-29.5% | $141,162-55.4% | $72,985-13.7% |
| Participation rate | 62.3% | 75.1%-12.8pp | 82.5%-20.2pp | 69.5%-7.2pp |
| Annual return | 19.47% | 111.85%-92.4pp | 71.39%-51.9pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,935 | $3,114-37.9% | $4,735-59.1% | $2,440-20.7% |
| Participant deferral / active EE | $6,666 | $5,418+23.0% | $6,709-0.6% | $3,607+84.8% |
| Admin fee / account holder | $5,754 | $5,958-3.4% | $10,261-43.9% | $5,124+12.3% |