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 | $74,148 | $89,753-17.4% | $107,525-31.0% | $84,808-12.6% |
| Participation rate | 42.1% | 68.1%-26.0pp | 75.1%-33.0pp | 68.3%-26.2pp |
| Annual return | 14.42% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,453 | $3,113-53.3% | $3,754-61.3% | $2,631-44.8% |
| Participant deferral / active EE | $3,032 | $4,056-25.3% | $5,116-40.7% | $4,212-28.0% |
| Admin fee / account holder | $3,840 | $7,222-46.8% | $8,919-56.9% | $7,344-47.7% |