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 | $109,779 | $96,484+13.8% | $75,886+44.7% | $152,861-28.2% |
| Participation rate | 40.0% | 76.2%-36.2pp | 69.3%-29.3pp | 82.4%-42.4pp |
| Annual return | 25.69% | 33.98%-8.3pp | 30.76%-5.1pp | 345.32%-319.6pp |
| Employer contribution / active EE | $3,151 | $3,309-4.8% | $2,500+26.0% | $4,762-33.8% |
| Participant deferral / active EE | $7,600 | $4,553+66.9% | $3,603+110.9% | $5,850+29.9% |
| Admin fee / account holder | $788 | $8,078-90.3% | $5,418-85.5% | $11,596-93.2% |