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 | $131,383 | $105,931+24.0% | $81,930+60.4% | $158,922-17.3% |
| Participation rate | 36.4% | 75.6%-39.2pp | 72.0%-35.6pp | 82.0%-45.6pp |
| Annual return | 11.31% | 38.17%-26.9pp | 29.49%-18.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $884 | $7,800-88.7% | $4,310-79.5% | $4,761-81.4% |
| Participant deferral / active EE | $3,317 | $13,003-74.5% | $7,107-53.3% | $5,982-44.6% |
| Admin fee / account holder | $4,130 | $8,489-51.3% | $5,158-19.9% | $11,246-63.3% |