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 | $65,889 | $133,922-50.8% | $116,228-43.3% | $142,382-53.7% |
| Participation rate | 55.6% | 77.9%-22.3pp | 74.6%-19.0pp | 80.1%-24.6pp |
| Annual return | 17.32% | 147.76%-130.4pp | 90.06%-72.7pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,514 | $3,446-56.1% | $2,994-49.4% | $4,299-64.8% |
| Participant deferral / active EE | $7,491 | $5,672+32.1% | $4,953+51.2% | $6,507+15.1% |
| Admin fee / account holder | $685 | $14,945-95.4% | $11,989-94.3% | $12,624-94.6% |