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 | $119,376 | $117,841+1.3% | $102,423+16.6% | $145,922-18.2% |
| Participation rate | 65.0% | 78.6%-13.6pp | 76.5%-11.5pp | 80.3%-15.3pp |
| Annual return | 9.37% | 31.65%-22.3pp | 29.32%-20.0pp | 561.29%-551.9pp |
| Employer contribution / active EE | $1,299 | $3,615-64.1% | $3,023-57.0% | $4,660-72.1% |
| Participant deferral / active EE | $4,789 | $5,731-16.4% | $5,053-5.2% | $6,688-28.4% |
| Admin fee / account holder | $791 | $13,326-94.1% | $9,451-91.6% | $13,397-94.1% |