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 | $99,439 | $183,963-45.9% | $162,163-38.7% | $152,861-34.9% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.6%-18.3pp | 82.4%-13.2pp |
| Annual return | 20.49% | 150.76%-130.3pp | 115.59%-95.1pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,560 | $6,371-75.5% | $5,614-72.2% | $4,762-67.2% |
| Participant deferral / active EE | $8,272 | $8,034+3.0% | $7,298+13.3% | $5,850+41.4% |
| Admin fee / account holder | $1,265 | $13,121-90.4% | $10,843-88.3% | $11,596-89.1% |