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 | $106,582 | $96,128+10.9% | $136,007-21.6% | $80,856+31.8% |
| Participation rate | 68.1% | 71.2%-3.2pp | 76.5%-8.4pp | 67.6%+0.4pp |
| Annual return | 13.57% | 28.71%-15.1pp | 579.32%-565.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $803 | $3,351-76.0% | $4,217-81.0% | $2,755-70.9% |
| Participant deferral / active EE | $2,787 | $5,709-51.2% | $7,025-60.3% | $4,296-35.1% |
| Admin fee / account holder | $18,088 | $8,236+119.6% | $6,858+163.7% | $6,918+161.5% |