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 | $109,943 | $100,923+8.9% | $150,045-26.7% | $74,304+48.0% |
| Participation rate | 48.5% | 70.1%-21.6pp | 82.3%-33.9pp | 60.3%-11.9pp |
| Annual return | 16.54% | 51.77%-35.2pp | 62.55%-46.0pp | 29.43%-12.9pp |
| Employer contribution / active EE | $1,128 | $3,463-67.4% | $4,693-76.0% | $2,241-49.7% |
| Participant deferral / active EE | $2,160 | $6,709-67.8% | $7,997-73.0% | $3,767-42.7% |
| Admin fee / account holder | $4,103 | $2,767+48.3% | $13,435-69.5% | $2,969+38.2% |