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 | $109,782 | $100,754+9.0% | $86,677+26.7% | $134,475-18.4% |
| Participation rate | 68.2% | 78.9%-10.7pp | 76.6%-8.4pp | 81.2%-13.0pp |
| Annual return | -17.85% | 29.04%-46.9pp | 35.91%-53.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $1,470 | $3,489-57.9% | $2,836-48.2% | $4,740-69.0% |
| Participant deferral / active EE | $4,199 | $5,338-21.3% | $4,656-9.8% | $6,400-34.4% |
| Admin fee / account holder | $4,827 | $10,926-55.8% | $7,493-35.6% | $11,426-57.8% |