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 | $66,363 | $53,053+25.1% | $126,539-47.6% | $74,304-10.7% |
| Participation rate | 38.6% | 48.0%-9.5pp | 69.8%-31.2pp | 60.3%-21.8pp |
| Annual return | 18.35% | 29.46%-11.1pp | 425.95%-407.6pp | 29.43%-11.1pp |
| Employer contribution / active EE | $1,231 | $1,168+5.4% | $3,674-66.5% | $2,241-45.1% |
| Participant deferral / active EE | $2,049 | $2,303-11.0% | $4,083-49.8% | $3,767-45.6% |
| Admin fee / account holder | $7,172 | $3,698+93.9% | $6,065+18.3% | $2,969+141.6% |