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 | $88,758 | $162,781-45.5% | $133,956-33.7% | $158,922-44.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 13.86% | 41.94%-28.1pp | 45.09%-31.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,862 | $4,975-62.6% | $3,919-52.5% | $4,761-60.9% |
| Participant deferral / active EE | $6,475 | $5,911+9.5% | $5,048+28.3% | $5,982+8.2% |
| Admin fee / account holder | $36,893 | $11,736+214.3% | $8,927+313.3% | $11,246+228.1% |