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 | $105,970 | $100,754+5.2% | $86,677+22.3% | $134,475-21.2% |
| Participation rate | 69.2% | 78.9%-9.7pp | 76.6%-7.3pp | 81.2%-12.0pp |
| Annual return | -10.04% | 29.04%-39.1pp | 35.91%-45.9pp | 417.96%-428.0pp |
| Employer contribution / active EE | $1,703 | $3,489-51.2% | $2,836-40.0% | $4,740-64.1% |
| Participant deferral / active EE | $2,548 | $5,338-52.3% | $4,656-45.3% | $6,400-60.2% |
| Admin fee / account holder | $884 | $10,926-91.9% | $7,493-88.2% | $11,426-92.3% |