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 | $126,082 | $102,966+22.4% | $90,281+39.7% | $152,861-17.5% |
| Participation rate | 68.4% | 75.9%-7.4pp | 73.3%-4.8pp | 82.4%-14.0pp |
| Annual return | 15.17% | 95.16%-80.0pp | 78.10%-62.9pp | 345.32%-330.1pp |
| Employer contribution / active EE | $926 | $3,139-70.5% | $2,854-67.6% | $4,762-80.6% |
| Participant deferral / active EE | $5,654 | $4,281+32.1% | $3,885+45.5% | $5,850-3.4% |
| Admin fee / account holder | $10,430 | $6,171+69.0% | $5,351+94.9% | $11,596-10.1% |