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 | $140,430 | $118,849+18.2% | $96,562+45.4% | $167,490-16.2% |
| Participation rate | 44.4% | 75.5%-31.0pp | 69.8%-25.4pp | 82.1%-37.7pp |
| Annual return | 19.43% | 50.49%-31.1pp | 37.78%-18.4pp | 478.56%-459.1pp |
| Employer contribution / active EE | $3,459 | $3,120+10.9% | $2,356+46.8% | $4,837-28.5% |
| Participant deferral / active EE | $4,411 | $4,616-4.4% | $3,849+14.6% | $6,341-30.4% |
| Admin fee / account holder | $1,474 | $8,065-81.7% | $6,181-76.2% | $12,309-88.0% |