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 9-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 | $89,162 | $96,305-7.4% | $80,569+10.7% | $139,434-36.1% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 20.54% | 1350.08%-1329.5pp | 935.43%-914.9pp | 372.94%-352.4pp |
| Employer contribution / active EE | $2,052 | $3,262-37.1% | $2,723-24.6% | $4,751-56.8% |
| Participant deferral / active EE | $7,932 | $5,232+51.6% | $4,447+78.3% | $6,710+18.2% |
| Admin fee / account holder | $11,534 | $6,599+74.8% | $5,377+114.5% | $11,403+1.1% |