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 | $139,422 | $96,484+44.5% | $75,886+83.7% | $152,861-8.8% |
| Participation rate | 57.1% | 76.2%-19.0pp | 69.3%-12.1pp | 82.4%-25.3pp |
| Annual return | 15.33% | 33.98%-18.7pp | 30.76%-15.4pp | 345.32%-330.0pp |
| Employer contribution / active EE | $1,323 | $3,309-60.0% | $2,500-47.1% | $4,762-72.2% |
| Participant deferral / active EE | $2,207 | $4,553-51.5% | $3,603-38.7% | $5,850-62.3% |
| Admin fee / account holder | $1,627 | $8,078-79.9% | $5,418-70.0% | $11,596-86.0% |