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 | $108,447 | $103,376+4.9% | $87,100+24.5% | $152,861-29.1% |
| Participation rate | 61.9% | 79.3%-17.4pp | 76.9%-15.0pp | 82.4%-20.5pp |
| Annual return | 35.23% | 28.10%+7.1pp | 28.19%+7.0pp | 345.32%-310.1pp |
| Employer contribution / active EE | $1,673 | $3,220-48.1% | $2,521-33.7% | $4,762-64.9% |
| Participant deferral / active EE | $1,995 | $4,778-58.3% | $4,049-50.7% | $5,850-65.9% |
| Admin fee / account holder | $682 | $12,205-94.4% | $7,497-90.9% | $11,596-94.1% |