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 | $106,963 | $102,317+4.5% | $146,958-27.2% | $80,856+32.3% |
| Participation rate | 42.6% | 75.8%-33.2pp | 82.2%-39.6pp | 67.6%-25.0pp |
| Annual return | 17.27% | 134.76%-117.5pp | 418.34%-401.1pp | 35.59%-18.3pp |
| Employer contribution / active EE | $1,459 | $3,713-60.7% | $4,933-70.4% | $2,755-47.0% |
| Participant deferral / active EE | $3,909 | $6,644-41.2% | $8,070-51.6% | $4,296-9.0% |
| Admin fee / account holder | $9,086 | $7,941+14.4% | $12,998-30.1% | $6,918+31.3% |