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 | $112,207 | $226,064-50.4% | $182,532-38.5% | $152,861-26.6% |
| Participation rate | 37.5% | 82.5%-45.0pp | 78.0%-40.5pp | 82.4%-44.9pp |
| Annual return | 19.12% | 192.51%-173.4pp | 148.54%-129.4pp | 345.32%-326.2pp |
| Employer contribution / active EE | $3,002 | $4,978-39.7% | $4,076-26.3% | $4,762-37.0% |
| Participant deferral / active EE | $7,319 | $6,368+14.9% | $5,524+32.5% | $5,850+25.1% |
| Admin fee / account holder | $13,460 | $10,703+25.8% | $8,592+56.7% | $11,596+16.1% |