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 | $103,038 | $165,984-37.9% | $164,813-37.5% | $145,922-29.4% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-21.9pp |
| Annual return | 20.39% | 100.03%-79.6pp | 69.93%-49.5pp | 561.29%-540.9pp |
| Employer contribution / active EE | $1,295 | $5,273-75.4% | $4,341-70.2% | $4,660-72.2% |
| Participant deferral / active EE | $9,362 | $6,959+34.5% | $6,031+55.2% | $6,688+40.0% |
| Admin fee / account holder | $22,050 | $16,648+32.5% | $12,690+73.8% | $13,397+64.6% |