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 | $124,306 | $152,587-18.5% | $125,175-0.7% | $152,861-18.7% |
| Participation rate | 66.7% | 83.3%-16.7pp | 79.8%-13.1pp | 82.4%-15.8pp |
| Annual return | 24.36% | 54.84%-30.5pp | 43.79%-19.4pp | 345.32%-321.0pp |
| Employer contribution / active EE | $3,189 | $4,946-35.5% | $3,865-17.5% | $4,762-33.0% |
| Participant deferral / active EE | $9,744 | $5,868+66.1% | $4,937+97.4% | $5,850+66.6% |
| Admin fee / account holder | $16,345 | $13,434+21.7% | $9,702+68.5% | $11,596+40.9% |