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 | $108,261 | $209,411-48.3% | $178,490-39.3% | $158,922-31.9% |
| Participation rate | 63.6% | 86.3%-22.7pp | 81.9%-18.3pp | 82.0%-18.3pp |
| Annual return | 13.48% | 188.75%-175.3pp | 151.07%-137.6pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,502 | $5,706-73.7% | $5,011-70.0% | $4,761-68.4% |
| Participant deferral / active EE | $4,758 | $5,954-20.1% | $5,202-8.5% | $5,982-20.5% |
| Admin fee / account holder | $7,623 | $17,074-55.4% | $13,984-45.5% | $11,246-32.2% |