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 | $135,483 | $108,919+24.4% | $100,391+35.0% | $145,922-7.2% |
| Participation rate | 31.6% | 82.9%-51.3pp | 81.5%-49.9pp | 80.3%-48.7pp |
| Annual return | 15.71% | 57.88%-42.2pp | 49.20%-33.5pp | 561.29%-545.6pp |
| Employer contribution / active EE | $1,009 | $4,419-77.2% | $3,942-74.4% | $4,660-78.3% |
| Participant deferral / active EE | $3,757 | $8,445-55.5% | $8,082-53.5% | $6,688-43.8% |
| Admin fee / account holder | $35,701 | $9,689+268.5% | $7,899+352.0% | $13,397+166.5% |