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 | $128,722 | $183,519-29.9% | $155,509-17.2% | $145,922-11.8% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 31.90% | 61.17%-29.3pp | 64.67%-32.8pp | 561.29%-529.4pp |
| Employer contribution / active EE | $10,671 | $5,313+100.9% | $4,672+128.4% | $4,660+129.0% |
| Participant deferral / active EE | $16,338 | $6,462+152.8% | $5,626+190.4% | $6,688+144.3% |
| Admin fee / account holder | $11,757 | $19,313-39.1% | $15,912-26.1% | $13,397-12.2% |