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 | $98,784 | $98,7500% | $149,696-34.0% | $79,858+23.7% |
| Participation rate | 67.9% | 75.8%-7.8pp | 82.5%-14.6pp | 69.6%-1.7pp |
| Annual return | 17.23% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $3,160 | $3,216-1.7% | $4,644-32.0% | $2,471+27.9% |
| Participant deferral / active EE | $8,068 | $5,680+42.0% | $6,842+17.9% | $3,740+115.7% |
| Admin fee / account holder | $4,324 | $6,053-28.6% | $9,309-53.6% | $5,306-18.5% |