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 | $126,014 | $99,918+26.1% | $81,382+54.8% | $145,922-13.6% |
| Participation rate | 36.4% | 74.2%-37.8pp | 69.5%-33.1pp | 80.3%-43.9pp |
| Annual return | 13.16% | 34.32%-21.2pp | 24.73%-11.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $526 | $2,978-82.3% | $2,463-78.7% | $4,660-88.7% |
| Participant deferral / active EE | $3,053 | $4,605-33.7% | $3,883-21.4% | $6,688-54.4% |
| Admin fee / account holder | $20,123 | $8,212+145.0% | $5,768+248.8% | $13,397+50.2% |