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 | $145,662 | $114,381+27.3% | $107,525+35.5% | $142,382+2.3% |
| Participation rate | 55.6% | 78.1%-22.6pp | 75.1%-19.5pp | 80.1%-24.6pp |
| Annual return | 18.89% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,061 | $4,015-73.6% | $3,754-71.7% | $4,299-75.3% |
| Participant deferral / active EE | $4,533 | $5,564-18.5% | $5,116-11.4% | $6,507-30.3% |
| Admin fee / account holder | $4,832 | $9,860-51.0% | $8,919-45.8% | $12,624-61.7% |