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 | $88,308 | $95,416-7.4% | $185,823-52.5% | $85,850+2.9% |
| Participation rate | 65.4% | 68.8%-3.4pp | 81.7%-16.3pp | 69.3%-3.9pp |
| Annual return | 13.07% | 23.59%-10.5pp | 122.05%-109.0pp | 318.53%-305.5pp |
| Employer contribution / active EE | $5,594 | $3,314+68.8% | $5,167+8.3% | $2,565+118.1% |
| Participant deferral / active EE | $8,149 | $3,423+138.0% | $5,568+46.4% | $3,952+106.2% |
| Admin fee / account holder | $2,475 | $7,213-65.7% | $16,237-84.8% | $6,260-60.5% |