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 | $139,172 | $144,119-3.4% | $117,854+18.1% | $147,584-5.7% |
| Participation rate | 69.6% | 83.4%-13.9pp | 79.7%-10.1pp | 82.8%-13.3pp |
| Annual return | 24.75% | 531.15%-506.4pp | 335.08%-310.3pp | 578.55%-553.8pp |
| Employer contribution / active EE | $1,525 | $4,896-68.9% | $3,786-59.7% | $4,876-68.7% |
| Participant deferral / active EE | $4,027 | $5,316-24.2% | $4,482-10.1% | $5,439-26.0% |
| Admin fee / account holder | $3,734 | $10,886-65.7% | $8,020-53.4% | $10,885-65.7% |