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 | $124,287 | $98,750+25.9% | $149,696-17.0% | $79,858+55.6% |
| Participation rate | 69.0% | 75.8%-6.8pp | 82.5%-13.5pp | 69.6%-0.7pp |
| Annual return | 15.82% | 27.43%-11.6pp | 276.60%-260.8pp | 31.71%-15.9pp |
| Employer contribution / active EE | $772 | $3,216-76.0% | $4,644-83.4% | $2,471-68.7% |
| Participant deferral / active EE | $4,773 | $5,680-16.0% | $6,842-30.2% | $3,740+27.6% |
| Admin fee / account holder | $806 | $6,053-86.7% | $9,309-91.3% | $5,306-84.8% |