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 | $145,976 | $115,770+26.1% | $101,248+44.2% | $158,922-8.1% |
| Participation rate | 61.9% | 79.4%-17.5pp | 75.8%-13.9pp | 82.0%-20.1pp |
| Annual return | 13.06% | 56.14%-43.1pp | 46.47%-33.4pp | 302.83%-289.8pp |
| Employer contribution / active EE | $1,393 | $4,175-66.6% | $3,660-61.9% | $4,761-70.7% |
| Participant deferral / active EE | $4,597 | $4,957-7.3% | $4,370+5.2% | $5,982-23.2% |
| Admin fee / account holder | $2,066 | $7,245-71.5% | $5,945-65.2% | $11,246-81.6% |