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 | $115,561 | $110,502+4.6% | $80,716+43.2% | $167,490-31.0% |
| Participation rate | 63.6% | 64.0%-0.3pp | 54.2%+9.5pp | 82.1%-18.5pp |
| Annual return | 17.49% | 120.54%-103.1pp | 87.28%-69.8pp | 478.56%-461.1pp |
| Employer contribution / active EE | $868 | $1,543-43.7% | $1,160-25.2% | $4,837-82.1% |
| Participant deferral / active EE | $4,718 | $2,871+64.3% | $2,146+119.9% | $6,341-25.6% |
| Admin fee / account holder | $756 | $4,545-83.4% | $3,380-77.6% | $12,309-93.9% |