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 | $122,231 | $126,574-3.4% | $106,213+15.1% | $145,922-16.2% |
| Participation rate | 60.0% | 77.6%-17.6pp | 75.3%-15.3pp | 80.3%-20.3pp |
| Annual return | 16.46% | 224.79%-208.3pp | 116.14%-99.7pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,768 | $3,730+1.0% | $3,171+18.8% | $4,660-19.1% |
| Participant deferral / active EE | $8,585 | $5,724+50.0% | $5,016+71.1% | $6,688+28.4% |
| Admin fee / account holder | $56,658 | $17,304+227.4% | $11,033+413.5% | $13,397+322.9% |