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 | $113,546 | $102,966+10.3% | $90,281+25.8% | $152,861-25.7% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.4%-24.1pp |
| Annual return | 16.64% | 95.16%-78.5pp | 78.10%-61.5pp | 345.32%-328.7pp |
| Employer contribution / active EE | $1,794 | $3,139-42.8% | $2,854-37.1% | $4,762-62.3% |
| Participant deferral / active EE | $3,506 | $4,281-18.1% | $3,885-9.8% | $5,850-40.1% |
| Admin fee / account holder | $7,540 | $6,171+22.2% | $5,351+40.9% | $11,596-35.0% |