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 | $101,434 | $102,966-1.5% | $90,281+12.4% | $152,861-33.6% |
| Participation rate | 58.3% | 75.9%-17.5pp | 73.3%-14.9pp | 82.4%-24.1pp |
| Annual return | 23.39% | 95.16%-71.8pp | 78.10%-54.7pp | 345.32%-321.9pp |
| Employer contribution / active EE | $767 | $3,139-75.6% | $2,854-73.1% | $4,762-83.9% |
| Participant deferral / active EE | $6,203 | $4,281+44.9% | $3,885+59.6% | $5,850+6.0% |
| Admin fee / account holder | $4,417 | $6,171-28.4% | $5,351-17.5% | $11,596-61.9% |