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 | $110,066 | $115,708-4.9% | $65,255+68.7% | $139,434-21.1% |
| Participation rate | 25.0% | 67.8%-42.8pp | 65.0%-40.0pp | 80.3%-55.3pp |
| Annual return | 15.15% | 31.19%-16.0pp | 47.35%-32.2pp | 372.94%-357.8pp |
| Employer contribution / active EE | $447 | $2,599-82.8% | $1,691-73.6% | $4,751-90.6% |
| Participant deferral / active EE | $596 | $4,240-85.9% | $2,831-79.0% | $6,710-91.1% |
| Admin fee / account holder | $1,056 | $6,698-84.2% | $4,112-74.3% | $11,403-90.7% |