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 | $123,953 | $109,982+12.7% | $97,226+27.5% | $145,922-15.1% |
| Participation rate | 59.1% | 75.9%-16.9pp | 72.7%-13.6pp | 80.3%-21.2pp |
| Annual return | 22.33% | 242.90%-220.6pp | 75.13%-52.8pp | 561.29%-539.0pp |
| Employer contribution / active EE | $1,788 | $3,084-42.0% | $2,729-34.5% | $4,660-61.6% |
| Participant deferral / active EE | $3,564 | $4,676-23.8% | $4,264-16.4% | $6,688-46.7% |
| Admin fee / account holder | $2,878 | $6,221-53.7% | $5,654-49.1% | $13,397-78.5% |