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 | $109,350 | $116,175-5.9% | $93,606+16.8% | $152,861-28.5% |
| Participation rate | 47.1% | 78.0%-31.0pp | 75.8%-28.8pp | 82.4%-35.4pp |
| Annual return | 24.78% | 35.96%-11.2pp | 32.76%-8.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,709 | $3,218-46.9% | $2,718-37.1% | $4,762-64.1% |
| Participant deferral / active EE | $4,059 | $4,603-11.8% | $4,069-0.2% | $5,850-30.6% |
| Admin fee / account holder | $763 | $10,748-92.9% | $7,888-90.3% | $11,596-93.4% |