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 | $111,269 | $108,919+2.2% | $100,391+10.8% | $145,922-23.7% |
| Participation rate | 50.0% | 82.9%-32.9pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 18.16% | 57.88%-39.7pp | 49.20%-31.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $1,593 | $4,419-63.9% | $3,942-59.6% | $4,660-65.8% |
| Participant deferral / active EE | $3,941 | $8,445-53.3% | $8,082-51.2% | $6,688-41.1% |
| Admin fee / account holder | $13,655 | $9,689+40.9% | $7,899+72.9% | $13,397+1.9% |