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 | $97,501 | $109,413-10.9% | $156,263-37.6% | $84,808+15.0% |
| Participation rate | 69.9% | 72.7%-2.8pp | 78.9%-9.0pp | 68.3%+1.6pp |
| Annual return | 84.10% | 20.18%+63.9pp | 59.47%+24.6pp | 40.90%+43.2pp |
| Employer contribution / active EE | $2,575 | $2,907-11.4% | $4,333-40.6% | $2,631-2.1% |
| Participant deferral / active EE | $5,365 | $4,590+16.9% | $6,158-12.9% | $4,212+27.4% |
| Admin fee / account holder | $5,021 | $9,357-46.3% | $14,255-64.8% | $7,344-31.6% |