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 5-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 | $107,757 | $104,974+2.7% | $95,585+12.7% | $142,382-24.3% |
| Participation rate | 55.0% | 75.0%-20.0pp | 72.1%-17.1pp | 80.1%-25.1pp |
| Annual return | 16.50% | 210.33%-193.8pp | 38.56%-22.1pp | 217.08%-200.6pp |
| Employer contribution / active EE | $380 | $2,779-86.3% | $2,527-85.0% | $4,299-91.2% |
| Participant deferral / active EE | $1,314 | $4,352-69.8% | $4,023-67.3% | $6,507-79.8% |
| Admin fee / account holder | $347 | $6,386-94.6% | $6,127-94.3% | $12,624-97.2% |