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 | $106,412 | $112,096-5.1% | $95,952+10.9% | $158,922-33.0% |
| Participation rate | 52.2% | 79.0%-26.8pp | 77.1%-24.9pp | 82.0%-29.8pp |
| Annual return | 16.23% | 171.09%-154.9pp | 91.61%-75.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $735 | $3,198-77.0% | $2,541-71.1% | $4,761-84.6% |
| Participant deferral / active EE | $1,683 | $4,784-64.8% | $4,167-59.6% | $5,982-71.9% |
| Admin fee / account holder | $313 | $10,130-96.9% | $6,795-95.4% | $11,246-97.2% |