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 | $64,875 | $56,114+15.6% | $96,139-32.5% | $85,850-24.4% |
| Participation rate | 67.7% | 56.7%+11.0pp | 68.4%-0.7pp | 69.3%-1.6pp |
| Annual return | 16.91% | 42.30%-25.4pp | 191.94%-175.0pp | 318.53%-301.6pp |
| Employer contribution / active EE | $2,524 | $1,620+55.8% | $2,797-9.8% | $2,565-1.6% |
| Participant deferral / active EE | $7,221 | $2,859+152.6% | $4,349+66.1% | $3,952+82.7% |
| Admin fee / account holder | $2,074 | $3,768-45.0% | $5,537-62.5% | $6,260-66.9% |