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 7-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 | $70,296 | $91,538-23.2% | $129,995-45.9% | $75,163-6.5% |
| Participation rate | 60.0% | 71.4%-11.4pp | 78.5%-18.5pp | 67.2%-7.2pp |
| Annual return | 15.13% | -631.11%+646.2pp | -137.18%+152.3pp | 160.62%-145.5pp |
| Employer contribution / active EE | $1,894 | $2,845-33.4% | $4,320-56.1% | $2,670-29.0% |
| Participant deferral / active EE | $5,089 | $4,341+17.2% | $5,820-12.6% | $4,125+23.4% |
| Admin fee / account holder | $17,082 | $6,790+151.6% | $10,614+60.9% | $5,651+202.3% |