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 | $116,518 | $115,770+0.6% | $101,248+15.1% | $158,922-26.7% |
| Participation rate | 47.8% | 79.4%-31.5pp | 75.8%-28.0pp | 82.0%-34.1pp |
| Annual return | 15.33% | 56.14%-40.8pp | 46.47%-31.1pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,033 | $4,175-75.3% | $3,660-71.8% | $4,761-78.3% |
| Participant deferral / active EE | $3,576 | $4,957-27.9% | $4,370-18.2% | $5,982-40.2% |
| Admin fee / account holder | $6,341 | $7,245-12.5% | $5,945+6.6% | $11,246-43.6% |