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 | $75,255 | $89,753-16.2% | $107,525-30.0% | $84,808-11.3% |
| Participation rate | 64.3% | 68.1%-3.8pp | 75.1%-10.8pp | 68.3%-4.0pp |
| Annual return | 15.26% | 29.48%-14.2pp | 181.32%-166.1pp | 40.90%-25.6pp |
| Employer contribution / active EE | $6,516 | $3,113+109.3% | $3,754+73.6% | $2,631+147.7% |
| Participant deferral / active EE | $3,853 | $4,056-5.0% | $5,116-24.7% | $4,212-8.5% |
| Admin fee / account holder | $2,114 | $7,222-70.7% | $8,919-76.3% | $7,344-71.2% |