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 | $119,261 | $114,381+4.3% | $107,525+10.9% | $142,382-16.2% |
| Participation rate | 52.4% | 78.1%-25.8pp | 75.1%-22.7pp | 80.1%-27.7pp |
| Annual return | 16.54% | 242.71%-226.2pp | 181.32%-164.8pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,096 | $4,015-47.8% | $3,754-44.2% | $4,299-51.2% |
| Participant deferral / active EE | $3,483 | $5,564-37.4% | $5,116-31.9% | $6,507-46.5% |
| Admin fee / account holder | $7,165 | $9,860-27.3% | $8,919-19.7% | $12,624-43.2% |