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 | $116,349 | $98,240+18.4% | $82,313+41.3% | $147,584-21.2% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 20.47% | 30.85%-10.4pp | 25.88%-5.4pp | 578.55%-558.1pp |
| Employer contribution / active EE | $1,516 | $3,192-52.5% | $2,428-37.6% | $4,876-68.9% |
| Participant deferral / active EE | $2,874 | $4,383-34.4% | $3,706-22.5% | $5,439-47.2% |
| Admin fee / account holder | $4,964 | $8,563-42.0% | $5,608-11.5% | $10,885-54.4% |