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 | $108,919 | $183,519-40.7% | $155,509-30.0% | $145,922-25.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 10.22% | 61.17%-50.9pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,626 | $5,313-69.4% | $4,672-65.2% | $4,660-65.1% |
| Participant deferral / active EE | $7,950 | $6,462+23.0% | $5,626+41.3% | $6,688+18.9% |
| Admin fee / account holder | $672 | $19,313-96.5% | $15,912-95.8% | $13,397-95.0% |