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 | $128,593 | $198,466-35.2% | $170,442-24.6% | $147,584-12.9% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 18.51% | 257.29%-238.8pp | 205.93%-187.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $10,600 | $6,184+71.4% | $5,433+95.1% | $4,876+117.4% |
| Participant deferral / active EE | $5,266 | $5,629-6.5% | $4,939+6.6% | $5,439-3.2% |
| Admin fee / account holder | $998 | $16,852-94.1% | $13,880-92.8% | $10,885-90.8% |