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 | $78,818 | $100,923-21.9% | $150,045-47.5% | $74,304+6.1% |
| Participation rate | 65.3% | 70.1%-4.8pp | 82.3%-17.1pp | 60.3%+4.9pp |
| Annual return | 20.48% | 51.77%-31.3pp | 62.55%-42.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $3,041 | $3,463-12.2% | $4,693-35.2% | $2,241+35.7% |
| Participant deferral / active EE | $5,763 | $6,709-14.1% | $7,997-27.9% | $3,767+53.0% |
| Admin fee / account holder | $5,486 | $2,767+98.3% | $13,435-59.2% | $2,969+84.8% |