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 | $118,974 | $112,096+6.1% | $95,952+24.0% | $158,922-25.1% |
| Participation rate | 61.1% | 79.0%-17.9pp | 77.1%-16.0pp | 82.0%-20.8pp |
| Annual return | 15.91% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $892 | $3,198-72.1% | $2,541-64.9% | $4,761-81.3% |
| Participant deferral / active EE | $3,797 | $4,784-20.6% | $4,167-8.9% | $5,982-36.5% |
| Admin fee / account holder | $1,297 | $10,130-87.2% | $6,795-80.9% | $11,246-88.5% |