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 | $100,435 | $226,064-55.6% | $182,532-45.0% | $152,861-34.3% |
| Participation rate | 47.4% | 82.5%-35.1pp | 78.0%-30.6pp | 82.4%-35.1pp |
| Annual return | 24.51% | 192.51%-168.0pp | 148.54%-124.0pp | 345.32%-320.8pp |
| Employer contribution / active EE | $2,586 | $4,978-48.1% | $4,076-36.6% | $4,762-45.7% |
| Participant deferral / active EE | $7,233 | $6,368+13.6% | $5,524+30.9% | $5,850+23.6% |
| Admin fee / account holder | $842 | $10,703-92.1% | $8,592-90.2% | $11,596-92.7% |