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 | $127,382 | $104,974+21.3% | $95,585+33.3% | $142,382-10.5% |
| Participation rate | 58.8% | 75.0%-16.1pp | 72.1%-13.2pp | 80.1%-21.3pp |
| Annual return | 15.87% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,220 | $2,779-20.1% | $2,527-12.1% | $4,299-48.4% |
| Participant deferral / active EE | $6,427 | $4,352+47.7% | $4,023+59.8% | $6,507-1.2% |
| Admin fee / account holder | $8,623 | $6,386+35.0% | $6,127+40.7% | $12,624-31.7% |