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 | $73,205 | $91,538-20.0% | $129,995-43.7% | $75,163-2.6% |
| Participation rate | 68.4% | 71.4%-3.1pp | 78.5%-10.1pp | 67.2%+1.2pp |
| Annual return | 16.45% | -631.11%+647.6pp | -137.18%+153.6pp | 160.62%-144.2pp |
| Employer contribution / active EE | $3,705 | $2,845+30.2% | $4,320-14.2% | $2,670+38.8% |
| Participant deferral / active EE | $7,081 | $4,341+63.1% | $5,820+21.7% | $4,125+71.6% |
| Admin fee / account holder | $10,553 | $6,790+55.4% | $10,614-0.6% | $5,651+86.7% |