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 | $106,880 | $209,411-49.0% | $178,490-40.1% | $158,922-32.7% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 14.54% | 188.75%-174.2pp | 151.07%-136.5pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,245 | $5,706-78.2% | $5,011-75.1% | $4,761-73.8% |
| Participant deferral / active EE | $5,747 | $5,954-3.5% | $5,202+10.5% | $5,982-3.9% |
| Admin fee / account holder | $6,909 | $17,074-59.5% | $13,984-50.6% | $11,246-38.6% |