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 5-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 | $93,330 | $111,724-16.5% | $93,606-0.3% | $145,922-36.0% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 16.75% | 202.98%-186.2pp | 133.20%-116.4pp | 561.29%-544.5pp |
| Employer contribution / active EE | $3,345 | $3,090+8.3% | $2,420+38.2% | $4,660-28.2% |
| Participant deferral / active EE | $7,922 | $4,912+61.3% | $4,411+79.6% | $6,688+18.5% |
| Admin fee / account holder | $1,350 | $10,250-86.8% | $8,285-83.7% | $13,397-89.9% |