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 | $111,142 | $115,882-4.1% | $100,516+10.6% | $158,922-30.1% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 8.64% | 34.79%-26.1pp | 30.89%-22.2pp | 302.83%-294.2pp |
| Employer contribution / active EE | $3,095 | $4,103-24.6% | $3,418-9.4% | $4,761-35.0% |
| Participant deferral / active EE | $4,733 | $6,674-29.1% | $6,270-24.5% | $5,982-20.9% |
| Admin fee / account holder | $9,750 | $10,995-11.3% | $8,081+20.6% | $11,246-13.3% |