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 | $124,232 | $123,909+0.3% | $69,647+78.4% | $145,922-14.9% |
| Participation rate | 30.0% | 69.2%-39.2pp | 66.5%-36.5pp | 80.3%-50.3pp |
| Annual return | 10.35% | 190.55%-180.2pp | 100.48%-90.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $493 | $2,682-81.6% | $1,712-71.2% | $4,660-89.4% |
| Participant deferral / active EE | $619 | $4,236-85.4% | $2,886-78.6% | $6,688-90.8% |
| Admin fee / account holder | $628 | $7,863-92.0% | $4,713-86.7% | $13,397-95.3% |