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 6-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 | $117,547 | $108,919+7.9% | $100,391+17.1% | $145,922-19.4% |
| Participation rate | 42.9% | 82.9%-40.1pp | 81.5%-38.6pp | 80.3%-37.4pp |
| Annual return | 15.95% | 57.88%-41.9pp | 49.20%-33.2pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,230 | $4,419-49.5% | $3,942-43.4% | $4,660-52.2% |
| Participant deferral / active EE | $7,899 | $8,445-6.5% | $8,082-2.3% | $6,688+18.1% |
| Admin fee / account holder | $3,121 | $9,689-67.8% | $7,899-60.5% | $13,397-76.7% |