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 | $124,823 | $116,175+7.4% | $93,606+33.3% | $152,861-18.3% |
| Participation rate | 35.7% | 78.0%-42.3pp | 75.8%-40.1pp | 82.4%-46.7pp |
| Annual return | 21.42% | 35.96%-14.5pp | 32.76%-11.3pp | 345.32%-323.9pp |
| Employer contribution / active EE | $2,069 | $3,218-35.7% | $2,718-23.9% | $4,762-56.6% |
| Participant deferral / active EE | $4,909 | $4,603+6.6% | $4,069+20.7% | $5,850-16.1% |
| Admin fee / account holder | $4,425 | $10,748-58.8% | $7,888-43.9% | $11,596-61.8% |