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 | $82,691 | $91,190-9.3% | $178,490-53.7% | $79,858+3.5% |
| Participation rate | 66.7% | 69.2%-2.5pp | 81.9%-15.3pp | 69.6%-3.0pp |
| Annual return | 13.49% | 24.19%-10.7pp | 151.07%-137.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,258 | $3,256-61.4% | $5,011-74.9% | $2,471-49.1% |
| Participant deferral / active EE | $3,866 | $3,236+19.5% | $5,202-25.7% | $3,740+3.4% |
| Admin fee / account holder | $9,918 | $6,751+46.9% | $13,984-29.1% | $5,306+86.9% |