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 | $107,080 | $98,240+9.0% | $82,313+30.1% | $147,584-27.4% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | 22.64% | 30.85%-8.2pp | 25.88%-3.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $1,868 | $3,192-41.5% | $2,428-23.1% | $4,876-61.7% |
| Participant deferral / active EE | $5,209 | $4,383+18.8% | $3,706+40.6% | $5,439-4.2% |
| Admin fee / account holder | $2,566 | $8,563-70.0% | $5,608-54.2% | $10,885-76.4% |