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 | $125,910 | $107,334+17.3% | $92,893+35.5% | $152,861-17.6% |
| Participation rate | 52.9% | 79.8%-26.8pp | 76.0%-23.1pp | 82.4%-29.5pp |
| Annual return | 21.83% | 145.58%-123.7pp | 109.41%-87.6pp | 345.32%-323.5pp |
| Employer contribution / active EE | $2,233 | $4,221-47.1% | $3,653-38.9% | $4,762-53.1% |
| Participant deferral / active EE | $2,982 | $4,845-38.5% | $4,236-29.6% | $5,850-49.0% |
| Admin fee / account holder | $3,436 | $7,079-51.5% | $5,794-40.7% | $11,596-70.4% |