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 | $84,703 | $228,332-62.9% | $185,823-54.4% | $158,922-46.7% |
| Participation rate | 66.7% | 82.3%-15.6pp | 78.0%-11.4pp | 82.0%-15.3pp |
| Annual return | 13.20% | 40.80%-27.6pp | 35.95%-22.8pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,883 | $4,967-62.1% | $4,087-53.9% | $4,761-60.5% |
| Participant deferral / active EE | $2,591 | $6,415-59.6% | $5,632-54.0% | $5,982-56.7% |
| Admin fee / account holder | $33,065 | $11,864+178.7% | $9,500+248.0% | $11,246+194.0% |