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 | $126,995 | $112,881+12.5% | $90,951+39.6% | $158,922-20.1% |
| Participation rate | 61.5% | 74.7%-13.2pp | 69.0%-7.5pp | 82.0%-20.4pp |
| Annual return | 14.85% | 215.79%-200.9pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $2,107 | $2,893-27.2% | $2,122-0.7% | $4,761-55.7% |
| Participant deferral / active EE | $5,586 | $4,128+35.3% | $3,373+65.6% | $5,982-6.6% |
| Admin fee / account holder | $5,357 | $8,041-33.4% | $5,959-10.1% | $11,246-52.4% |