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 | $111,527 | $109,982+1.4% | $97,226+14.7% | $145,922-23.6% |
| Participation rate | 64.3% | 75.9%-11.7pp | 72.7%-8.4pp | 80.3%-16.0pp |
| Annual return | 7.99% | 242.90%-234.9pp | 75.13%-67.1pp | 561.29%-553.3pp |
| Employer contribution / active EE | $1,876 | $3,084-39.2% | $2,729-31.2% | $4,660-59.7% |
| Participant deferral / active EE | $6,219 | $4,676+33.0% | $4,264+45.9% | $6,688-7.0% |
| Admin fee / account holder | $1,166 | $6,221-81.3% | $5,654-79.4% | $13,397-91.3% |