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 | $106,033 | $100,773+5.2% | $88,946+19.2% | $142,382-25.5% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.8%-22.2pp | 80.1%-33.5pp |
| Annual return | 14.68% | 70.18%-55.5pp | 57.82%-43.1pp | 217.08%-202.4pp |
| Employer contribution / active EE | $803 | $2,918-72.5% | $2,555-68.6% | $4,299-81.3% |
| Participant deferral / active EE | $3,984 | $5,230-23.8% | $4,581-13.0% | $6,507-38.8% |
| Admin fee / account holder | $2,179 | $9,693-77.5% | $8,261-73.6% | $12,624-82.7% |