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 | $97,574 | $209,411-53.4% | $178,490-45.3% | $158,922-38.6% |
| Participation rate | 55.6% | 86.3%-30.8pp | 81.9%-26.4pp | 82.0%-26.4pp |
| Annual return | 15.28% | 188.75%-173.5pp | 151.07%-135.8pp | 302.83%-287.5pp |
| Employer contribution / active EE | $5,306 | $5,706-7.0% | $5,011+5.9% | $4,761+11.4% |
| Participant deferral / active EE | $6,380 | $5,954+7.2% | $5,202+22.7% | $5,982+6.7% |
| Admin fee / account holder | $2,544 | $17,074-85.1% | $13,984-81.8% | $11,246-77.4% |