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 | $124,939 | $111,724+11.8% | $93,606+33.5% | $145,922-14.4% |
| Participation rate | 60.0% | 74.2%-14.2pp | 68.7%-8.7pp | 80.3%-20.3pp |
| Annual return | 12.50% | 202.98%-190.5pp | 133.20%-120.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,711 | $3,090-44.6% | $2,420-29.3% | $4,660-63.3% |
| Participant deferral / active EE | $2,477 | $4,912-49.6% | $4,411-43.8% | $6,688-63.0% |
| Admin fee / account holder | $7,420 | $10,250-27.6% | $8,285-10.4% | $13,397-44.6% |