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 | $64,635 | $63,346+2.0% | $92,233-29.9% | $70,131-7.8% |
| Participation rate | 64.9% | 68.7%-3.8pp | 76.5%-11.6pp | 69.5%-4.7pp |
| Annual return | 19.95% | 530.12%-510.2pp | 176.28%-156.3pp | 73.14%-53.2pp |
| Employer contribution / active EE | $2,691 | $2,471+8.9% | $3,679-26.9% | $2,342+14.9% |
| Participant deferral / active EE | $4,822 | $2,854+69.0% | $3,897+23.7% | $3,332+44.7% |
| Admin fee / account holder | $882 | $3,840-77.0% | $5,194-83.0% | $4,645-81.0% |