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 | $180,936 | $228,332-20.8% | $185,823-2.6% | $158,922+13.9% |
| Participation rate | 50.0% | 82.3%-32.3pp | 78.0%-28.0pp | 82.0%-32.0pp |
| Annual return | 14.51% | 40.80%-26.3pp | 35.95%-21.4pp | 302.83%-288.3pp |
| Employer contribution / active EE | $1,600 | $4,967-67.8% | $4,087-60.9% | $4,761-66.4% |
| Participant deferral / active EE | $8,000 | $6,415+24.7% | $5,632+42.0% | $5,982+33.7% |
| Admin fee / account holder | $3,372 | $11,864-71.6% | $9,500-64.5% | $11,246-70.0% |