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 | $63,007 | $65,365-3.6% | $92,893-32.2% | $72,985-13.7% |
| Participation rate | 56.8% | 68.3%-11.6pp | 76.0%-19.2pp | 69.5%-12.7pp |
| Annual return | 22.90% | 42.10%-19.2pp | 109.41%-86.5pp | 81.00%-58.1pp |
| Employer contribution / active EE | $1,001 | $2,594-61.4% | $3,653-72.6% | $2,440-59.0% |
| Participant deferral / active EE | $4,365 | $3,128+39.5% | $4,236+3.0% | $3,607+21.0% |
| Admin fee / account holder | $11,494 | $4,251+170.4% | $5,794+98.4% | $5,124+124.3% |