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 | $133,592 | $109,327+22.2% | $89,391+49.4% | $158,922-15.9% |
| Participation rate | 69.2% | 74.3%-5.0pp | 68.0%+1.3pp | 82.0%-12.7pp |
| Annual return | 14.90% | 345.68%-330.8pp | 245.62%-230.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $555 | $3,170-82.5% | $2,586-78.5% | $4,761-88.3% |
| Participant deferral / active EE | $4,196 | $4,598-8.8% | $3,890+7.9% | $5,982-29.9% |
| Admin fee / account holder | $3,035 | $6,153-50.7% | $4,881-37.8% | $11,246-73.0% |