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 | $135,635 | $114,381+18.6% | $107,525+26.1% | $142,382-4.7% |
| Participation rate | 42.9% | 78.1%-35.3pp | 75.1%-32.2pp | 80.1%-37.3pp |
| Annual return | 17.47% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $933 | $4,015-76.8% | $3,754-75.2% | $4,299-78.3% |
| Participant deferral / active EE | $3,643 | $5,564-34.5% | $5,116-28.8% | $6,507-44.0% |
| Admin fee / account holder | $12,462 | $9,860+26.4% | $8,919+39.7% | $12,624-1.3% |