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 | $133,996 | $116,175+15.3% | $93,606+43.1% | $152,861-12.3% |
| Participation rate | 45.0% | 78.0%-33.0pp | 75.8%-30.8pp | 82.4%-37.4pp |
| Annual return | 23.10% | 35.96%-12.9pp | 32.76%-9.7pp | 345.32%-322.2pp |
| Employer contribution / active EE | $1,919 | $3,218-40.4% | $2,718-29.4% | $4,762-59.7% |
| Participant deferral / active EE | $4,382 | $4,603-4.8% | $4,069+7.7% | $5,850-25.1% |
| Admin fee / account holder | $962 | $10,748-91.0% | $7,888-87.8% | $11,596-91.7% |