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 | $74,357 | $103,376-28.1% | $87,100-14.6% | $152,861-51.4% |
| Participation rate | 66.7% | 79.3%-12.7pp | 76.9%-10.2pp | 82.4%-15.8pp |
| Annual return | 14.92% | 28.10%-13.2pp | 28.19%-13.3pp | 345.32%-330.4pp |
| Employer contribution / active EE | $2,371 | $3,220-26.4% | $2,521-5.9% | $4,762-50.2% |
| Participant deferral / active EE | $6,135 | $4,778+28.4% | $4,049+51.5% | $5,850+4.9% |
| Admin fee / account holder | $1,603 | $12,205-86.9% | $7,497-78.6% | $11,596-86.2% |