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 | $107,076 | $198,466-46.0% | $170,442-37.2% | $147,584-27.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 25.40% | 257.29%-231.9pp | 205.93%-180.5pp | 578.55%-553.1pp |
| Employer contribution / active EE | $2,720 | $6,184-56.0% | $5,433-49.9% | $4,876-44.2% |
| Participant deferral / active EE | $8,976 | $5,629+59.4% | $4,939+81.7% | $5,439+65.0% |
| Admin fee / account holder | $407 | $16,852-97.6% | $13,880-97.1% | $10,885-96.3% |