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 | $103,000 | $102,616+0.4% | $81,983+25.6% | $158,922-35.2% |
| Participation rate | 47.4% | 75.5%-28.2pp | 69.2%-21.9pp | 82.0%-34.6pp |
| Annual return | 14.68% | 61.04%-46.4pp | 41.31%-26.6pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,867 | $3,240-42.4% | $2,498-25.3% | $4,761-60.8% |
| Participant deferral / active EE | $6,712 | $4,648+44.4% | $3,722+80.3% | $5,982+12.2% |
| Admin fee / account holder | $2,261 | $8,235-72.5% | $5,664-60.1% | $11,246-79.9% |