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 | $129,920 | $118,450+9.7% | $98,439+32.0% | $139,434-6.8% |
| Participation rate | 63.6% | 77.4%-13.8pp | 75.2%-11.5pp | 80.3%-16.7pp |
| Annual return | 17.77% | 18.94%-1.2pp | 21.16%-3.4pp | 372.94%-355.2pp |
| Employer contribution / active EE | $2,051 | $3,609-43.2% | $3,048-32.7% | $4,751-56.8% |
| Participant deferral / active EE | $12,859 | $5,392+138.5% | $4,738+171.4% | $6,710+91.6% |
| Admin fee / account holder | $1,070 | $14,026-92.4% | $8,948-88.0% | $11,403-90.6% |