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 | $200,425 | $228,332-12.2% | $185,823+7.9% | $158,922+26.1% |
| Participation rate | 62.5% | 82.3%-19.8pp | 78.0%-15.5pp | 82.0%-19.5pp |
| Annual return | 13.79% | 40.80%-27.0pp | 35.95%-22.2pp | 302.83%-289.0pp |
| Employer contribution / active EE | $642 | $4,967-87.1% | $4,087-84.3% | $4,761-86.5% |
| Participant deferral / active EE | $3,689 | $6,415-42.5% | $5,632-34.5% | $5,982-38.3% |
| Admin fee / account holder | $7,712 | $11,864-35.0% | $9,500-18.8% | $11,246-31.4% |