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 | $81,584 | $48,795+67.2% | $65,493+24.6% | $84,808-3.8% |
| Participation rate | 69.2% | 67.0%+2.3pp | 73.1%-3.9pp | 68.3%+0.9pp |
| Annual return | 16.12% | 20.20%-4.1pp | 982.45%-966.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $3,115 | $1,930+61.5% | $2,574+21.0% | $2,631+18.4% |
| Participant deferral / active EE | $6,598 | $2,928+125.3% | $3,961+66.6% | $4,212+56.7% |
| Admin fee / account holder | $6,660 | $3,877+71.8% | $5,028+32.5% | $7,344-9.3% |