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 | $98,612 | $209,411-52.9% | $178,490-44.8% | $158,922-37.9% |
| Participation rate | 42.9% | 86.3%-43.5pp | 81.9%-39.1pp | 82.0%-39.1pp |
| Annual return | 32.56% | 188.75%-156.2pp | 151.07%-118.5pp | 302.83%-270.3pp |
| Employer contribution / active EE | $2,397 | $5,706-58.0% | $5,011-52.2% | $4,761-49.7% |
| Participant deferral / active EE | $6,765 | $5,954+13.6% | $5,202+30.1% | $5,982+13.1% |
| Admin fee / account holder | $333 | $17,074-98.0% | $13,984-97.6% | $11,246-97.0% |