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 | $71,654 | $82,978-13.6% | $129,995-44.9% | $71,457+0.3% |
| Participation rate | 67.7% | 74.1%-6.3pp | 78.5%-10.7pp | 67.9%-0.2pp |
| Annual return | 16.58% | 20.60%-4.0pp | -137.18%+153.8pp | 28.85%-12.3pp |
| Employer contribution / active EE | $1,612 | $2,622-38.5% | $4,320-62.7% | $2,588-37.7% |
| Participant deferral / active EE | $2,906 | $4,432-34.4% | $5,820-50.1% | $4,289-32.2% |
| Admin fee / account holder | $4,480 | $1,729+159.1% | $10,614-57.8% | $1,587+182.2% |