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 | $109,970 | $198,466-44.6% | $170,442-35.5% | $147,584-25.5% |
| Participation rate | 60.0% | 88.0%-28.0pp | 83.6%-23.6pp | 82.8%-22.8pp |
| Annual return | 15.08% | 257.29%-242.2pp | 205.93%-190.9pp | 578.55%-563.5pp |
| Employer contribution / active EE | $1,704 | $6,184-72.5% | $5,433-68.6% | $4,876-65.1% |
| Participant deferral / active EE | $4,080 | $5,629-27.5% | $4,939-17.4% | $5,439-25.0% |
| Admin fee / account holder | $5,422 | $16,852-67.8% | $13,880-60.9% | $10,885-50.2% |