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 | $110,992 | $112,881-1.7% | $90,951+22.0% | $158,922-30.2% |
| Participation rate | 42.9% | 74.7%-31.9pp | 69.0%-26.2pp | 82.0%-39.1pp |
| Annual return | 15.26% | 215.79%-200.5pp | 134.60%-119.3pp | 302.83%-287.6pp |
| Employer contribution / active EE | $787 | $2,893-72.8% | $2,122-62.9% | $4,761-83.5% |
| Participant deferral / active EE | $1,087 | $4,128-73.7% | $3,373-67.8% | $5,982-81.8% |
| Admin fee / account holder | $1,208 | $8,041-85.0% | $5,959-79.7% | $11,246-89.3% |