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 | $102,575 | $102,317+0.3% | $146,958-30.2% | $80,856+26.9% |
| Participation rate | 58.9% | 75.8%-16.9pp | 82.2%-23.2pp | 67.6%-8.7pp |
| Annual return | 12.35% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $1,972 | $3,713-46.9% | $4,933-60.0% | $2,755-28.4% |
| Participant deferral / active EE | $5,266 | $6,644-20.7% | $8,070-34.7% | $4,296+22.6% |
| Admin fee / account holder | $8,107 | $7,941+2.1% | $12,998-37.6% | $6,918+17.2% |