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 | $146,682 | $157,256-6.7% | $141,162+3.9% | $152,861-4.0% |
| Participation rate | 45.5% | 84.8%-39.4pp | 82.5%-37.0pp | 82.4%-37.0pp |
| Annual return | 20.24% | 64.32%-44.1pp | 71.39%-51.2pp | 345.32%-325.1pp |
| Employer contribution / active EE | $1,774 | $5,261-66.3% | $4,735-62.5% | $4,762-62.8% |
| Participant deferral / active EE | $3,378 | $7,109-52.5% | $6,709-49.6% | $5,850-42.3% |
| Admin fee / account holder | $1,047 | $12,120-91.4% | $10,261-89.8% | $11,596-91.0% |