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 | $109,501 | $209,411-47.7% | $178,490-38.7% | $158,922-31.1% |
| Participation rate | 60.0% | 86.3%-26.3pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 6.51% | 188.75%-182.2pp | 151.07%-144.6pp | 302.83%-296.3pp |
| Employer contribution / active EE | $6,076 | $5,706+6.5% | $5,011+21.3% | $4,761+27.6% |
| Participant deferral / active EE | $9,664 | $5,954+62.3% | $5,202+85.8% | $5,982+61.5% |
| Admin fee / account holder | $27,805 | $17,074+62.8% | $13,984+98.8% | $11,246+147.2% |