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 | $123,638 | $179,726-31.2% | $156,263-20.9% | $142,382-13.2% |
| Participation rate | 69.6% | 82.1%-12.5pp | 78.9%-9.3pp | 80.1%-10.6pp |
| Annual return | 14.08% | 77.86%-63.8pp | 59.47%-45.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,504 | $5,069-30.9% | $4,333-19.1% | $4,299-18.5% |
| Participant deferral / active EE | $12,208 | $6,956+75.5% | $6,158+98.2% | $6,507+87.6% |
| Admin fee / account holder | $3,750 | $17,272-78.3% | $14,255-73.7% | $12,624-70.3% |