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 | $111,645 | $114,381-2.4% | $107,525+3.8% | $142,382-21.6% |
| Participation rate | 47.1% | 78.1%-31.1pp | 75.1%-28.0pp | 80.1%-33.1pp |
| Annual return | 12.78% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,822 | $4,015-54.6% | $3,754-51.5% | $4,299-57.6% |
| Participant deferral / active EE | $4,486 | $5,564-19.4% | $5,116-12.3% | $6,507-31.1% |
| Admin fee / account holder | $13,536 | $9,860+37.3% | $8,919+51.8% | $12,624+7.2% |