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 | $125,009 | $198,466-37.0% | $170,442-26.7% | $147,584-15.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 12.04% | 257.29%-245.3pp | 205.93%-193.9pp | 578.55%-566.5pp |
| Employer contribution / active EE | $1,844 | $6,184-70.2% | $5,433-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $6,028 | $5,629+7.1% | $4,939+22.0% | $5,439+10.8% |
| Admin fee / account holder | $82,212 | $16,852+387.9% | $13,880+492.3% | $10,885+655.3% |