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 | $76,975 | $152,587-49.6% | $125,175-38.5% | $152,861-49.6% |
| Participation rate | 64.7% | 83.3%-18.6pp | 79.8%-15.1pp | 82.4%-17.7pp |
| Annual return | 23.63% | 54.84%-31.2pp | 43.79%-20.2pp | 345.32%-321.7pp |
| Employer contribution / active EE | $956 | $4,946-80.7% | $3,865-75.3% | $4,762-79.9% |
| Participant deferral / active EE | $5,396 | $5,868-8.0% | $4,937+9.3% | $5,850-7.8% |
| Admin fee / account holder | $5,335 | $13,434-60.3% | $9,702-45.0% | $11,596-54.0% |