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 | $119,031 | $110,261+8.0% | $95,745+24.3% | $139,434-14.6% |
| Participation rate | 43.8% | 75.8%-32.0pp | 72.3%-28.5pp | 80.3%-36.6pp |
| Annual return | 15.88% | 27.11%-11.2pp | 28.35%-12.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $1,017 | $3,257-68.8% | $2,835-64.1% | $4,751-78.6% |
| Participant deferral / active EE | $3,866 | $4,676-17.3% | $4,245-8.9% | $6,710-42.4% |
| Admin fee / account holder | $994 | $6,613-85.0% | $5,678-82.5% | $11,403-91.3% |