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 5-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 | $122,158 | $111,754+9.3% | $103,333+18.2% | $145,922-16.3% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 14.25% | 24.77%-10.5pp | 24.88%-10.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,878 | $4,212-55.4% | $3,868-51.5% | $4,660-59.7% |
| Participant deferral / active EE | $8,342 | $5,619+48.5% | $5,057+64.9% | $6,688+24.7% |
| Admin fee / account holder | $929 | $9,750-90.5% | $8,355-88.9% | $13,397-93.1% |