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 | $118,305 | $114,381+3.4% | $107,525+10.0% | $142,382-16.9% |
| Participation rate | 52.9% | 78.1%-25.2pp | 75.1%-22.1pp | 80.1%-27.2pp |
| Annual return | 13.42% | 242.71%-229.3pp | 181.32%-167.9pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,643 | $4,015-59.1% | $3,754-56.2% | $4,299-61.8% |
| Participant deferral / active EE | $4,886 | $5,564-12.2% | $5,116-4.5% | $6,507-24.9% |
| Admin fee / account holder | $374 | $9,860-96.2% | $8,919-95.8% | $12,624-97.0% |