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 | $115,268 | $112,881+2.1% | $90,951+26.7% | $158,922-27.5% |
| Participation rate | 37.5% | 74.7%-37.2pp | 69.0%-31.5pp | 82.0%-44.5pp |
| Annual return | 11.73% | 215.79%-204.1pp | 134.60%-122.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $1,102 | $2,893-61.9% | $2,122-48.1% | $4,761-76.8% |
| Participant deferral / active EE | $5,392 | $4,128+30.6% | $3,373+59.9% | $5,982-9.9% |
| Admin fee / account holder | $1,857 | $8,041-76.9% | $5,959-68.8% | $11,246-83.5% |