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 | $124,534 | $77,314+61.1% | $177,989-30.0% | $80,856+54.0% |
| Participation rate | 26.2% | 65.7%-39.5pp | 77.1%-50.9pp | 67.6%-41.5pp |
| Annual return | 22.23% | 18.09%+4.1pp | 294.48%-272.3pp | 35.59%-13.4pp |
| Employer contribution / active EE | $1,673 | $2,292-27.0% | $3,949-57.6% | $2,755-39.3% |
| Participant deferral / active EE | $3,884 | $4,411-11.9% | $6,276-38.1% | $4,296-9.6% |
| Admin fee / account holder | $365 | $7,191-94.9% | $10,363-96.5% | $6,918-94.7% |