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 | $112,904 | $102,604+10.0% | $86,188+31.0% | $139,434-19.0% |
| Participation rate | 54.2% | 74.5%-20.3pp | 69.0%-14.8pp | 80.3%-26.2pp |
| Annual return | 12.33% | 1922.51%-1910.2pp | 1168.45%-1156.1pp | 372.94%-360.6pp |
| Employer contribution / active EE | $735 | $3,032-75.7% | $2,380-69.1% | $4,751-84.5% |
| Participant deferral / active EE | $3,356 | $4,676-28.2% | $3,985-15.8% | $6,710-50.0% |
| Admin fee / account holder | $1,335 | $8,657-84.6% | $6,852-80.5% | $11,403-88.3% |