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 | $97,922 | $148,534-34.1% | $135,903-27.9% | $139,434-29.8% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.2pp | 80.3%-13.7pp |
| Annual return | 15.72% | 79.19%-63.5pp | 68.23%-52.5pp | 372.94%-357.2pp |
| Employer contribution / active EE | $11,315 | $5,243+115.8% | $4,856+133.0% | $4,751+138.2% |
| Participant deferral / active EE | $10,000 | $8,100+23.5% | $7,758+28.9% | $6,710+49.0% |
| Admin fee / account holder | $14,058 | $12,400+13.4% | $10,762+30.6% | $11,403+23.3% |