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 9-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 | $105,286 | $100,852+4.4% | $90,404+16.5% | $158,922-33.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 17.61% | 1724.20%-1706.6pp | 1293.02%-1275.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $1,675 | $3,689-54.6% | $3,262-48.7% | $4,761-64.8% |
| Participant deferral / active EE | $4,302 | $4,348-1.1% | $3,963+8.5% | $5,982-28.1% |
| Admin fee / account holder | $1,102 | $6,501-83.0% | $5,611-80.4% | $11,246-90.2% |