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 | $117,627 | $100,852+16.6% | $90,404+30.1% | $158,922-26.0% |
| Participation rate | 53.8% | 75.0%-21.2pp | 72.7%-18.8pp | 82.0%-28.1pp |
| Annual return | 18.03% | 1724.20%-1706.2pp | 1293.02%-1275.0pp | 302.83%-284.8pp |
| Employer contribution / active EE | $682 | $3,689-81.5% | $3,262-79.1% | $4,761-85.7% |
| Participant deferral / active EE | $5,123 | $4,348+17.8% | $3,963+29.3% | $5,982-14.4% |
| Admin fee / account holder | $24,341 | $6,501+274.4% | $5,611+333.8% | $11,246+116.4% |