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 | $122,281 | $118,680+3.0% | $98,907+23.6% | $158,922-23.1% |
| Participation rate | 58.3% | 77.8%-19.5pp | 76.0%-17.7pp | 82.0%-23.6pp |
| Annual return | 15.51% | 372.35%-356.8pp | 196.43%-180.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $516 | $3,333-84.5% | $2,689-80.8% | $4,761-89.2% |
| Participant deferral / active EE | $2,838 | $5,088-44.2% | $4,244-33.1% | $5,982-52.6% |
| Admin fee / account holder | $520 | $10,131-94.9% | $6,642-92.2% | $11,246-95.4% |