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 | $98,856 | $77,314+27.9% | $177,989-44.5% | $80,856+22.3% |
| Participation rate | 53.5% | 65.7%-12.2pp | 77.1%-23.6pp | 67.6%-14.1pp |
| Annual return | 17.23% | 18.09%-0.9pp | 294.48%-277.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $3,138 | $2,292+36.9% | $3,949-20.5% | $2,755+13.9% |
| Participant deferral / active EE | $5,219 | $4,411+18.3% | $6,276-16.9% | $4,296+21.5% |
| Admin fee / account holder | $6,972 | $7,191-3.0% | $10,363-32.7% | $6,918+0.8% |