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 | $69,884 | $98,750-29.2% | $149,696-53.3% | $79,858-12.5% |
| Participation rate | 60.8% | 75.8%-14.9pp | 82.5%-21.7pp | 69.6%-8.8pp |
| Annual return | 19.32% | 27.43%-8.1pp | 276.60%-257.3pp | 31.71%-12.4pp |
| Employer contribution / active EE | $2,753 | $3,216-14.4% | $4,644-40.7% | $2,471+11.4% |
| Participant deferral / active EE | $6,359 | $5,680+11.9% | $6,842-7.1% | $3,740+70.0% |
| Admin fee / account holder | $1,358 | $6,053-77.6% | $9,309-85.4% | $5,306-74.4% |