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 8-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 | $100,325 | $100,773-0.4% | $88,946+12.8% | $142,382-29.5% |
| Participation rate | 29.4% | 74.3%-44.9pp | 68.8%-39.4pp | 80.1%-50.7pp |
| Annual return | 15.64% | 70.18%-54.5pp | 57.82%-42.2pp | 217.08%-201.4pp |
| Employer contribution / active EE | $1,096 | $2,918-62.4% | $2,555-57.1% | $4,299-74.5% |
| Participant deferral / active EE | $4,490 | $5,230-14.2% | $4,581-2.0% | $6,507-31.0% |
| Admin fee / account holder | $36,681 | $9,693+278.4% | $8,261+344.0% | $12,624+190.6% |