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 | $115,192 | $86,286+33.5% | $111,297+3.5% | $85,850+34.2% |
| Participation rate | 63.0% | 73.3%-10.4pp | 77.3%-14.3pp | 69.3%-6.4pp |
| Annual return | 27.26% | 19.99%+7.3pp | 54.65%-27.4pp | 318.53%-291.3pp |
| Employer contribution / active EE | $1,105 | $2,043-45.9% | $2,731-59.5% | $2,565-56.9% |
| Participant deferral / active EE | $2,560 | $3,641-29.7% | $4,487-42.9% | $3,952-35.2% |
| Admin fee / account holder | $1,220 | $8,188-85.1% | $7,964-84.7% | $6,260-80.5% |