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 | $130,291 | $102,317+27.3% | $146,958-11.3% | $80,856+61.1% |
| Participation rate | 41.7% | 75.8%-34.2pp | 82.2%-40.5pp | 67.6%-26.0pp |
| Annual return | 19.14% | 134.76%-115.6pp | 418.34%-399.2pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,782 | $3,713-52.0% | $4,933-63.9% | $2,755-35.3% |
| Participant deferral / active EE | $3,836 | $6,644-42.3% | $8,070-52.5% | $4,296-10.7% |
| Admin fee / account holder | $4,821 | $7,941-39.3% | $12,998-62.9% | $6,918-30.3% |