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 | $105,044 | $125,758-16.5% | $169,993-38.2% | $75,163+39.8% |
| Participation rate | 65.5% | 83.6%-18.1pp | 87.0%-21.5pp | 67.2%-1.7pp |
| Annual return | 15.24% | 27.20%-12.0pp | 53.37%-38.1pp | 160.62%-145.4pp |
| Employer contribution / active EE | $1,810 | $4,615-60.8% | $6,785-73.3% | $2,670-32.2% |
| Participant deferral / active EE | $3,374 | $6,837-50.7% | $10,408-67.6% | $4,125-18.2% |
| Admin fee / account holder | $5,346 | $8,173-34.6% | $12,815-58.3% | $5,651-5.4% |