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 | $120,921 | $133,922-9.7% | $116,228+4.0% | $142,382-15.1% |
| Participation rate | 45.5% | 77.9%-32.4pp | 74.6%-29.1pp | 80.1%-34.7pp |
| Annual return | 14.97% | 147.76%-132.8pp | 90.06%-75.1pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,349 | $3,446-60.9% | $2,994-55.0% | $4,299-68.6% |
| Participant deferral / active EE | $2,416 | $5,672-57.4% | $4,953-51.2% | $6,507-62.9% |
| Admin fee / account holder | $50,137 | $14,945+235.5% | $11,989+318.2% | $12,624+297.2% |