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 | $100,004 | $99,9850% | $146,665-31.8% | $85,850+16.5% |
| Participation rate | 65.0% | 73.1%-8.1pp | 80.1%-15.1pp | 69.3%-4.3pp |
| Annual return | 13.36% | 18.93%-5.6pp | 22.74%-9.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $1,579 | $2,559-38.3% | $4,136-61.8% | $2,565-38.4% |
| Participant deferral / active EE | $2,861 | $4,006-28.6% | $5,506-48.0% | $3,952-27.6% |
| Admin fee / account holder | $661 | $7,702-91.4% | $10,280-93.6% | $6,260-89.4% |