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 5-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 | $82,903 | $102,317-19.0% | $146,958-43.6% | $80,856+2.5% |
| Participation rate | 69.4% | 75.8%-6.4pp | 82.2%-12.7pp | 67.6%+1.8pp |
| Annual return | 12.11% | 134.76%-122.6pp | 418.34%-406.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,579 | $3,713-30.6% | $4,933-47.7% | $2,755-6.4% |
| Participant deferral / active EE | $4,972 | $6,644-25.2% | $8,070-38.4% | $4,296+15.7% |
| Admin fee / account holder | $3,006 | $7,941-62.2% | $12,998-76.9% | $6,918-56.6% |