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 | $126,382 | $118,849+6.3% | $96,562+30.9% | $167,490-24.5% |
| Participation rate | 52.6% | 75.5%-22.8pp | 69.8%-17.2pp | 82.1%-29.5pp |
| Annual return | 10.93% | 50.49%-39.6pp | 37.78%-26.9pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,446 | $3,120-53.6% | $2,356-38.6% | $4,837-70.1% |
| Participant deferral / active EE | $2,443 | $4,616-47.1% | $3,849-36.5% | $6,341-61.5% |
| Admin fee / account holder | $2,066 | $8,065-74.4% | $6,181-66.6% | $12,309-83.2% |