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 | $86,305 | $105,998-18.6% | $92,233-6.4% | $147,584-41.5% |
| Participation rate | 36.8% | 80.4%-43.6pp | 76.5%-39.6pp | 82.8%-46.0pp |
| Annual return | 16.85% | 50.05%-33.2pp | 176.28%-159.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $802 | $4,333-81.5% | $3,679-78.2% | $4,876-83.6% |
| Participant deferral / active EE | $1,556 | $4,478-65.3% | $3,897-60.1% | $5,439-71.4% |
| Admin fee / account holder | $331 | $6,332-94.8% | $5,194-93.6% | $10,885-97.0% |