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 | $74,072 | $77,314-4.2% | $177,989-58.4% | $80,856-8.4% |
| Participation rate | 52.0% | 65.7%-13.7pp | 77.1%-25.1pp | 67.6%-15.6pp |
| Annual return | 13.46% | 18.09%-4.6pp | 294.48%-281.0pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,755 | $2,292+20.2% | $3,949-30.2% | $2,7550% |
| Participant deferral / active EE | $6,142 | $4,411+39.3% | $6,276-2.1% | $4,296+43.0% |
| Admin fee / account holder | $543 | $7,191-92.4% | $10,363-94.8% | $6,918-92.1% |