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 | $58,028 | $112,881-48.6% | $90,951-36.2% | $158,922-63.5% |
| Participation rate | 66.7% | 74.7%-8.1pp | 69.0%-2.3pp | 82.0%-15.3pp |
| Annual return | 4.97% | 215.79%-210.8pp | 134.60%-129.6pp | 302.83%-297.9pp |
| Employer contribution / active EE | $3,214 | $2,893+11.1% | $2,122+51.5% | $4,761-32.5% |
| Participant deferral / active EE | $2,158 | $4,128-47.7% | $3,373-36.0% | $5,982-63.9% |
| Admin fee / account holder | $2,573 | $8,041-68.0% | $5,959-56.8% | $11,246-77.1% |