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 | $140,403 | $111,724+25.7% | $93,606+50.0% | $145,922-3.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 9.11% | 202.98%-193.9pp | 133.20%-124.1pp | 561.29%-552.2pp |
| Employer contribution / active EE | $738 | $3,090-76.1% | $2,420-69.5% | $4,660-84.2% |
| Participant deferral / active EE | $2,198 | $4,912-55.3% | $4,411-50.2% | $6,688-67.1% |
| Admin fee / account holder | $15,141 | $10,250+47.7% | $8,285+82.8% | $13,397+13.0% |