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 | $78,653 | $118,680-33.7% | $98,907-20.5% | $158,922-50.5% |
| Participation rate | 63.6% | 77.8%-14.2pp | 76.0%-12.4pp | 82.0%-18.3pp |
| Annual return | 13.05% | 372.35%-359.3pp | 196.43%-183.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,269 | $3,333-61.9% | $2,689-52.8% | $4,761-73.3% |
| Participant deferral / active EE | $7,756 | $5,088+52.5% | $4,244+82.8% | $5,982+29.7% |
| Admin fee / account holder | $655 | $10,131-93.5% | $6,642-90.1% | $11,246-94.2% |