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 | $79,782 | $142,405-44.0% | $115,157-30.7% | $152,861-47.8% |
| Participation rate | 66.7% | 82.4%-15.7pp | 75.9%-9.2pp | 82.4%-15.8pp |
| Annual return | 9.22% | 41.48%-32.3pp | 35.60%-26.4pp | 345.32%-336.1pp |
| Employer contribution / active EE | $3,472 | $4,010-13.4% | $3,179+9.2% | $4,762-27.1% |
| Participant deferral / active EE | $3,913 | $5,164-24.2% | $4,168-6.1% | $5,850-33.1% |
| Admin fee / account holder | $2,752 | $8,462-67.5% | $7,088-61.2% | $11,596-76.3% |