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 | $89,871 | $105,931-15.2% | $81,930+9.7% | $158,922-43.4% |
| Participation rate | 60.0% | 75.6%-15.6pp | 72.0%-12.0pp | 82.0%-22.0pp |
| Annual return | 17.55% | 38.17%-20.6pp | 29.49%-11.9pp | 302.83%-285.3pp |
| Employer contribution / active EE | $4,234 | $7,800-45.7% | $4,310-1.8% | $4,761-11.1% |
| Participant deferral / active EE | $6,420 | $13,003-50.6% | $7,107-9.7% | $5,982+7.3% |
| Admin fee / account holder | $1,310 | $8,489-84.6% | $5,158-74.6% | $11,246-88.3% |