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 | $101,376 | $152,587-33.6% | $125,175-19.0% | $152,861-33.7% |
| Participation rate | 31.3% | 83.3%-52.1pp | 79.8%-48.5pp | 82.4%-51.2pp |
| Annual return | 27.60% | 54.84%-27.2pp | 43.79%-16.2pp | 345.32%-317.7pp |
| Employer contribution / active EE | $5,358 | $4,946+8.3% | $3,865+38.6% | $4,762+12.5% |
| Participant deferral / active EE | $10,368 | $5,868+76.7% | $4,937+110.0% | $5,850+77.2% |
| Admin fee / account holder | $3,929 | $13,434-70.8% | $9,702-59.5% | $11,596-66.1% |