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 | $111,524 | $202,432-44.9% | $169,368-34.2% | $139,434-20.0% |
| Participation rate | 62.5% | 81.1%-18.6pp | 77.1%-14.6pp | 80.3%-17.8pp |
| Annual return | 12.32% | 531.74%-519.4pp | 405.60%-393.3pp | 372.94%-360.6pp |
| Employer contribution / active EE | $1,670 | $4,692-64.4% | $4,013-58.4% | $4,751-64.8% |
| Participant deferral / active EE | $5,078 | $6,938-26.8% | $6,221-18.4% | $6,710-24.3% |
| Admin fee / account holder | $2,798 | $10,708-73.9% | $9,003-68.9% | $11,403-75.5% |