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 | $142,007 | $155,788-8.8% | $124,672+13.9% | $167,490-15.2% |
| Participation rate | 63.6% | 81.1%-17.5pp | 74.6%-11.0pp | 82.1%-18.5pp |
| Annual return | 13.74% | 17.97%-4.2pp | 5142.93%-5129.2pp | 478.56%-464.8pp |
| Employer contribution / active EE | $1,789 | $4,163-57.0% | $3,324-46.2% | $4,837-63.0% |
| Participant deferral / active EE | $5,119 | $5,673-9.8% | $4,614+10.9% | $6,341-19.3% |
| Admin fee / account holder | $3,601 | $9,531-62.2% | $7,493-51.9% | $12,309-70.7% |