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 | $111,433 | $106,515+4.6% | $96,683+15.3% | $139,434-20.1% |
| Participation rate | 44.4% | 77.8%-33.4pp | 74.3%-29.9pp | 80.3%-35.9pp |
| Annual return | 22.77% | 38.43%-15.7pp | 35.69%-12.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $1,557 | $4,103-62.1% | $3,737-58.3% | $4,751-67.2% |
| Participant deferral / active EE | $4,248 | $5,454-22.1% | $4,878-12.9% | $6,710-36.7% |
| Admin fee / account holder | $5,982 | $7,877-24.1% | $6,730-11.1% | $11,403-47.5% |