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 | $124,161 | $98,750+25.7% | $149,696-17.1% | $79,858+55.5% |
| Participation rate | 65.3% | 75.8%-10.5pp | 82.5%-17.2pp | 69.6%-4.3pp |
| Annual return | 17.40% | 27.43%-10.0pp | 276.60%-259.2pp | 31.71%-14.3pp |
| Employer contribution / active EE | $888 | $3,216-72.4% | $4,644-80.9% | $2,471-64.1% |
| Participant deferral / active EE | $7,757 | $5,680+36.6% | $6,842+13.4% | $3,740+107.4% |
| Admin fee / account holder | $11,319 | $6,053+87.0% | $9,309+21.6% | $5,306+113.3% |