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 | $131,315 | $114,381+14.8% | $107,525+22.1% | $142,382-7.8% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.1%-22.4pp | 80.1%-27.5pp |
| Annual return | 16.73% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,873 | $4,015-28.4% | $3,754-23.5% | $4,299-33.2% |
| Participant deferral / active EE | $6,975 | $5,564+25.3% | $5,116+36.3% | $6,507+7.2% |
| Admin fee / account holder | $7,621 | $9,860-22.7% | $8,919-14.5% | $12,624-39.6% |