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 | $126,000 | $106,890+17.9% | $84,015+50.0% | $152,861-17.6% |
| Participation rate | 55.6% | 75.2%-19.7pp | 69.0%-13.5pp | 82.4%-26.9pp |
| Annual return | 23.92% | 104.99%-81.1pp | 71.31%-47.4pp | 345.32%-321.4pp |
| Employer contribution / active EE | $1,335 | $2,734-51.2% | $1,983-32.7% | $4,762-72.0% |
| Participant deferral / active EE | $4,387 | $4,011+9.4% | $3,239+35.5% | $5,850-25.0% |
| Admin fee / account holder | $12,354 | $8,285+49.1% | $6,101+102.5% | $11,596+6.5% |