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 5-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 | $105,826 | $111,724-5.3% | $93,606+13.1% | $145,922-27.5% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 14.54% | 202.98%-188.4pp | 133.20%-118.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,111 | $3,090-64.0% | $2,420-54.1% | $4,660-76.2% |
| Participant deferral / active EE | $5,434 | $4,912+10.6% | $4,411+23.2% | $6,688-18.7% |
| Admin fee / account holder | $904 | $10,250-91.2% | $8,285-89.1% | $13,397-93.3% |