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 | $88,977 | $71,050+25.2% | $93,606-4.9% | $80,856+10.0% |
| Participation rate | 47.7% | 60.4%-12.7pp | 68.7%-21.0pp | 67.6%-19.9pp |
| Annual return | 10.96% | 11.26%-0.3pp | 133.20%-122.2pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,730 | $1,564+10.6% | $2,420-28.5% | $2,755-37.2% |
| Participant deferral / active EE | $3,965 | $4,034-1.7% | $4,411-10.1% | $4,296-7.7% |
| Admin fee / account holder | $18,137 | $6,945+161.2% | $8,285+118.9% | $6,918+162.2% |