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 | $112,649 | $102,966+9.4% | $90,281+24.8% | $152,861-26.3% |
| Participation rate | 61.9% | 75.9%-14.0pp | 73.3%-11.4pp | 82.4%-20.5pp |
| Annual return | 22.75% | 95.16%-72.4pp | 78.10%-55.4pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,709 | $3,139-45.5% | $2,854-40.1% | $4,762-64.1% |
| Participant deferral / active EE | $3,568 | $4,281-16.7% | $3,885-8.2% | $5,850-39.0% |
| Admin fee / account holder | $7,076 | $6,171+14.7% | $5,351+32.2% | $11,596-39.0% |