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 | $73,833 | $104,907-29.6% | $84,611-12.7% | $152,861-51.7% |
| Participation rate | 66.7% | 74.8%-8.2pp | 68.2%-1.6pp | 82.4%-15.8pp |
| Annual return | 21.55% | 373.79%-352.2pp | 258.74%-237.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $516 | $3,302-84.4% | $2,652-80.6% | $4,762-89.2% |
| Participant deferral / active EE | $6,029 | $4,688+28.6% | $3,899+54.7% | $5,850+3.1% |
| Admin fee / account holder | $1,144 | $6,241-81.7% | $4,912-76.7% | $11,596-90.1% |