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 | $84,889 | $102,317-17.0% | $146,958-42.2% | $80,856+5.0% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 14.55% | 134.76%-120.2pp | 418.34%-403.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $4,148 | $3,713+11.7% | $4,933-15.9% | $2,755+50.6% |
| Participant deferral / active EE | $8,922 | $6,644+34.3% | $8,070+10.6% | $4,296+107.7% |
| Admin fee / account holder | $2,473 | $7,941-68.9% | $12,998-81.0% | $6,918-64.3% |