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 | $117,583 | $198,466-40.8% | $170,442-31.0% | $147,584-20.3% |
| Participation rate | 69.2% | 88.0%-18.7pp | 83.6%-14.4pp | 82.8%-13.6pp |
| Annual return | 17.77% | 257.29%-239.5pp | 205.93%-188.2pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,844 | $6,184-70.2% | $5,433-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $3,878 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $724 | $16,852-95.7% | $13,880-94.8% | $10,885-93.4% |