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 | $114,119 | $100,901+13.1% | $75,670+50.8% | $147,584-22.7% |
| Participation rate | 62.5% | 77.1%-14.6pp | 72.3%-9.8pp | 82.8%-20.3pp |
| Annual return | 11.05% | 35.78%-24.7pp | 27.34%-16.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $845 | $3,253-74.0% | $2,352-64.1% | $4,876-82.7% |
| Participant deferral / active EE | $1,246 | $4,027-69.1% | $3,142-60.4% | $5,439-77.1% |
| Admin fee / account holder | $19,552 | $11,285+73.3% | $5,800+237.1% | $10,885+79.6% |