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 | $123,733 | $103,376+19.7% | $87,100+42.1% | $152,861-19.1% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.9%-22.3pp | 82.4%-27.9pp |
| Annual return | 21.57% | 28.10%-6.5pp | 28.19%-6.6pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,537 | $3,220-52.3% | $2,521-39.0% | $4,762-67.7% |
| Participant deferral / active EE | $3,888 | $4,778-18.6% | $4,049-4.0% | $5,850-33.5% |
| Admin fee / account holder | $17,285 | $12,205+41.6% | $7,497+130.6% | $11,596+49.1% |