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 | $107,001 | $115,770-7.6% | $101,248+5.7% | $158,922-32.7% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 11.42% | 56.14%-44.7pp | 46.47%-35.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $1,642 | $4,175-60.7% | $3,660-55.1% | $4,761-65.5% |
| Participant deferral / active EE | $4,913 | $4,957-0.9% | $4,370+12.4% | $5,982-17.9% |
| Admin fee / account holder | $12,406 | $7,245+71.2% | $5,945+108.7% | $11,246+10.3% |