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 | $100,943 | $159,602-36.8% | $150,045-32.7% | $142,382-29.1% |
| Participation rate | 61.9% | 84.0%-22.1pp | 82.3%-20.4pp | 80.1%-18.2pp |
| Annual return | 30.37% | 70.24%-39.9pp | 62.55%-32.2pp | 217.08%-186.7pp |
| Employer contribution / active EE | $1,647 | $4,961-66.8% | $4,693-64.9% | $4,299-61.7% |
| Participant deferral / active EE | $13,026 | $8,310+56.7% | $7,997+62.9% | $6,507+100.2% |
| Admin fee / account holder | $3,703 | $14,846-75.1% | $13,435-72.4% | $12,624-70.7% |