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 | $91,173 | $98,750-7.7% | $149,696-39.1% | $79,858+14.2% |
| Participation rate | 51.7% | 75.8%-24.1pp | 82.5%-30.8pp | 69.6%-18.0pp |
| Annual return | 25.09% | 27.43%-2.3pp | 276.60%-251.5pp | 31.71%-6.6pp |
| Employer contribution / active EE | $1,706 | $3,216-47.0% | $4,644-63.3% | $2,471-31.0% |
| Participant deferral / active EE | $3,244 | $5,680-42.9% | $6,842-52.6% | $3,740-13.3% |
| Admin fee / account holder | $444 | $6,053-92.7% | $9,309-95.2% | $5,306-91.6% |