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 | $111,970 | $103,376+8.3% | $87,100+28.6% | $152,861-26.8% |
| Participation rate | 69.2% | 79.3%-10.1pp | 76.9%-7.6pp | 82.4%-13.2pp |
| Annual return | 22.90% | 28.10%-5.2pp | 28.19%-5.3pp | 345.32%-322.4pp |
| Employer contribution / active EE | $1,099 | $3,220-65.9% | $2,521-56.4% | $4,762-76.9% |
| Participant deferral / active EE | $4,857 | $4,778+1.6% | $4,049+20.0% | $5,850-17.0% |
| Admin fee / account holder | $33,378 | $12,205+173.5% | $7,497+345.2% | $11,596+187.8% |