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 | $119,264 | $90,348+32.0% | $75,972+57.0% | $145,922-18.3% |
| Participation rate | 58.8% | 74.5%-15.6pp | 69.1%-10.2pp | 80.3%-21.5pp |
| Annual return | 13.28% | 620.88%-607.6pp | 359.55%-346.3pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,162 | $3,311-64.9% | $2,685-56.7% | $4,660-75.1% |
| Participant deferral / active EE | $1,890 | $5,162-63.4% | $4,255-55.6% | $6,688-71.7% |
| Admin fee / account holder | $9,656 | $8,467+14.0% | $6,467+49.3% | $13,397-27.9% |