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 | $70,354 | $88,083-20.1% | $164,813-57.3% | $74,495-5.6% |
| Participation rate | 52.3% | 73.0%-20.8pp | 78.6%-26.3pp | 67.2%-14.9pp |
| Annual return | 17.91% | 17.26%+0.6pp | 69.93%-52.0pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $2,181 | $2,593-15.9% | $4,341-49.7% | $2,623-16.8% |
| Participant deferral / active EE | $3,750 | $4,498-16.6% | $6,031-37.8% | $4,346-13.7% |
| Admin fee / account holder | $7,786 | $2,234+248.6% | $12,690-38.6% | $1,942+301.0% |