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 | $127,956 | $198,466-35.5% | $170,442-24.9% | $147,584-13.3% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 17.39% | 257.29%-239.9pp | 205.93%-188.5pp | 578.55%-561.2pp |
| Employer contribution / active EE | $2,784 | $6,184-55.0% | $5,433-48.7% | $4,876-42.9% |
| Participant deferral / active EE | $5,769 | $5,629+2.5% | $4,939+16.8% | $5,439+6.1% |
| Admin fee / account holder | $900 | $16,852-94.7% | $13,880-93.5% | $10,885-91.7% |