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 | $79,164 | $84,233-6.0% | $170,442-53.6% | $70,131+12.9% |
| Participation rate | 66.3% | 70.8%-4.6pp | 83.6%-17.3pp | 69.5%-3.3pp |
| Annual return | 13.07% | 23.06%-10.0pp | 205.93%-192.9pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,263 | $3,387-62.7% | $5,433-76.7% | $2,342-46.1% |
| Participant deferral / active EE | $4,219 | $3,086+36.7% | $4,939-14.6% | $3,332+26.6% |
| Admin fee / account holder | $11,394 | $5,698+100.0% | $13,880-17.9% | $4,645+145.3% |