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 | $127,175 | $100,852+26.1% | $90,404+40.7% | $158,922-20.0% |
| Participation rate | 45.5% | 75.0%-29.6pp | 72.7%-27.2pp | 82.0%-36.5pp |
| Annual return | 24.39% | 1724.20%-1699.8pp | 1293.02%-1268.6pp | 302.83%-278.4pp |
| Employer contribution / active EE | $1,234 | $3,689-66.6% | $3,262-62.2% | $4,761-74.1% |
| Participant deferral / active EE | $1,746 | $4,348-59.8% | $3,963-55.9% | $5,982-70.8% |
| Admin fee / account holder | $6,154 | $6,501-5.3% | $5,611+9.7% | $11,246-45.3% |