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 | $110,052 | $126,574-13.1% | $106,213+3.6% | $145,922-24.6% |
| Participation rate | 42.9% | 77.6%-34.8pp | 75.3%-32.4pp | 80.3%-37.4pp |
| Annual return | 11.28% | 224.79%-213.5pp | 116.14%-104.9pp | 561.29%-550.0pp |
| Employer contribution / active EE | $1,392 | $3,730-62.7% | $3,171-56.1% | $4,660-70.1% |
| Participant deferral / active EE | $3,186 | $5,724-44.3% | $5,016-36.5% | $6,688-52.4% |
| Admin fee / account holder | $1,547 | $17,304-91.1% | $11,033-86.0% | $13,397-88.4% |