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 | $99,953 | $112,096-10.8% | $95,952+4.2% | $158,922-37.1% |
| Participation rate | 69.2% | 79.0%-9.7pp | 77.1%-7.8pp | 82.0%-12.7pp |
| Annual return | 24.10% | 171.09%-147.0pp | 91.61%-67.5pp | 302.83%-278.7pp |
| Employer contribution / active EE | $806 | $3,198-74.8% | $2,541-68.3% | $4,761-83.1% |
| Participant deferral / active EE | $4,525 | $4,784-5.4% | $4,167+8.6% | $5,982-24.4% |
| Admin fee / account holder | $829 | $10,130-91.8% | $6,795-87.8% | $11,246-92.6% |