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 | $114,147 | $117,983-3.3% | $101,794+12.1% | $142,382-19.8% |
| Participation rate | 54.2% | 74.2%-20.1pp | 69.2%-15.0pp | 80.1%-26.0pp |
| Annual return | 18.97% | 36.92%-18.0pp | 30.53%-11.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,598 | $2,773-42.4% | $2,289-30.2% | $4,299-62.8% |
| Participant deferral / active EE | $2,322 | $4,714-50.7% | $4,084-43.2% | $6,507-64.3% |
| Admin fee / account holder | $2,432 | $10,433-76.7% | $8,777-72.3% | $12,624-80.7% |