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 | $129,689 | $105,181+23.3% | $159,436-18.7% | $85,850+51.1% |
| Participation rate | 64.1% | 75.8%-11.7pp | 82.8%-18.7pp | 69.3%-5.2pp |
| Annual return | 14.80% | 45.07%-30.3pp | 263.57%-248.8pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,851 | $3,318-44.2% | $4,829-61.7% | $2,565-27.8% |
| Participant deferral / active EE | $3,896 | $5,945-34.5% | $7,352-47.0% | $3,952-1.4% |
| Admin fee / account holder | $12,306 | $6,933+77.5% | $10,799+14.0% | $6,260+96.6% |