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 | $60,406 | $89,753-32.7% | $107,525-43.8% | $84,808-28.8% |
| Participation rate | 67.5% | 68.1%-0.6pp | 75.1%-7.6pp | 68.3%-0.8pp |
| Annual return | 17.47% | 29.48%-12.0pp | 181.32%-163.8pp | 40.90%-23.4pp |
| Employer contribution / active EE | $1,039 | $3,113-66.6% | $3,754-72.3% | $2,631-60.5% |
| Participant deferral / active EE | $4,156 | $4,056+2.5% | $5,116-18.8% | $4,212-1.3% |
| Admin fee / account holder | $5,648 | $7,222-21.8% | $8,919-36.7% | $7,344-23.1% |