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 | $125,784 | $106,890+17.7% | $84,015+49.7% | $152,861-17.7% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 18.89% | 104.99%-86.1pp | 71.31%-52.4pp | 345.32%-326.4pp |
| Employer contribution / active EE | $1,320 | $2,734-51.7% | $1,983-33.4% | $4,762-72.3% |
| Participant deferral / active EE | $4,050 | $4,011+1.0% | $3,239+25.1% | $5,850-30.8% |
| Admin fee / account holder | $1,360 | $8,285-83.6% | $6,101-77.7% | $11,596-88.3% |