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 | $129,645 | $99,877+29.8% | $84,966+52.6% | $145,922-11.2% |
| Participation rate | 53.8% | 74.1%-20.2pp | 67.5%-13.7pp | 80.3%-26.4pp |
| Annual return | 13.91% | 83.76%-69.9pp | 66.38%-52.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $802 | $3,231-75.2% | $2,727-70.6% | $4,660-82.8% |
| Participant deferral / active EE | $4,726 | $5,291-10.7% | $4,519+4.6% | $6,688-29.3% |
| Admin fee / account holder | $1,573 | $7,248-78.3% | $6,149-74.4% | $13,397-88.3% |