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 | $92,400 | $95,561-3.3% | $77,163+19.7% | $139,434-33.7% |
| Participation rate | 53.8% | 73.9%-20.1pp | 69.6%-15.7pp | 80.3%-26.5pp |
| Annual return | 26.23% | 54.92%-28.7pp | 37.87%-11.6pp | 372.94%-346.7pp |
| Employer contribution / active EE | $1,085 | $3,147-65.5% | $2,535-57.2% | $4,751-77.2% |
| Participant deferral / active EE | $1,046 | $4,624-77.4% | $3,833-72.7% | $6,710-84.4% |
| Admin fee / account holder | $4,902 | $8,295-40.9% | $5,472-10.4% | $11,403-57.0% |