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 | $127,249 | $111,724+13.9% | $93,606+35.9% | $145,922-12.8% |
| Participation rate | 57.9% | 74.2%-16.3pp | 68.7%-10.8pp | 80.3%-22.4pp |
| Annual return | 17.61% | 202.98%-185.4pp | 133.20%-115.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $625 | $3,090-79.8% | $2,420-74.2% | $4,660-86.6% |
| Participant deferral / active EE | $3,140 | $4,912-36.1% | $4,411-28.8% | $6,688-53.0% |
| Admin fee / account holder | $946 | $10,250-90.8% | $8,285-88.6% | $13,397-92.9% |