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 7-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 | $135,739 | $111,724+21.5% | $93,606+45.0% | $145,922-7.0% |
| Participation rate | 25.0% | 74.2%-49.2pp | 68.7%-43.7pp | 80.3%-55.3pp |
| Annual return | 17.69% | 202.98%-185.3pp | 133.20%-115.5pp | 561.29%-543.6pp |
| Employer contribution / active EE | $1,253 | $3,090-59.4% | $2,420-48.2% | $4,660-73.1% |
| Participant deferral / active EE | $3,067 | $4,912-37.6% | $4,411-30.5% | $6,688-54.1% |
| Admin fee / account holder | $1,382 | $10,250-86.5% | $8,285-83.3% | $13,397-89.7% |