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 | $128,621 | $108,172+18.9% | $77,482+66.0% | $158,922-19.1% |
| Participation rate | 31.6% | 64.4%-32.8pp | 54.2%-22.6pp | 82.0%-50.4pp |
| Annual return | 21.99% | 31.67%-9.7pp | 54.79%-32.8pp | 302.83%-280.8pp |
| Employer contribution / active EE | $775 | $1,325-41.5% | $986-21.5% | $4,761-83.7% |
| Participant deferral / active EE | $1,173 | $2,456-52.3% | $1,861-37.0% | $5,982-80.4% |
| Admin fee / account holder | $3,290 | $3,708-11.3% | $2,858+15.1% | $11,246-70.7% |