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 | $128,068 | $118,680+7.9% | $98,907+29.5% | $158,922-19.4% |
| Participation rate | 54.5% | 77.8%-23.3pp | 76.0%-21.5pp | 82.0%-27.4pp |
| Annual return | 10.67% | 372.35%-361.7pp | 196.43%-185.8pp | 302.83%-292.2pp |
| Employer contribution / active EE | $1,932 | $3,333-42.0% | $2,689-28.1% | $4,761-59.4% |
| Participant deferral / active EE | $2,579 | $5,088-49.3% | $4,244-39.2% | $5,982-56.9% |
| Admin fee / account holder | $2,073 | $10,131-79.5% | $6,642-68.8% | $11,246-81.6% |