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 | $123,798 | $108,172+14.4% | $77,482+59.8% | $158,922-22.1% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 29.36% | 31.67%-2.3pp | 54.79%-25.4pp | 302.83%-273.5pp |
| Employer contribution / active EE | $615 | $1,325-53.6% | $986-37.7% | $4,761-87.1% |
| Participant deferral / active EE | $755 | $2,456-69.3% | $1,861-59.5% | $5,982-87.4% |
| Admin fee / account holder | $5,226 | $3,708+40.9% | $2,858+82.9% | $11,246-53.5% |