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 | $61,603 | $85,202-27.7% | $172,739-64.3% | $72,985-15.6% |
| Participation rate | 68.0% | 70.1%-2.1pp | 82.6%-14.6pp | 69.5%-1.5pp |
| Annual return | 22.20% | 27.32%-5.1pp | 802.84%-780.6pp | 81.00%-58.8pp |
| Employer contribution / active EE | $1,343 | $3,324-59.6% | $5,143-73.9% | $2,440-45.0% |
| Participant deferral / active EE | $3,628 | $3,260+11.3% | $5,198-30.2% | $3,607+0.6% |
| Admin fee / account holder | $17,713 | $5,884+201.0% | $13,954+26.9% | $5,124+245.7% |