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 | $140,820 | $109,413+28.7% | $156,263-9.9% | $84,808+66.0% |
| Participation rate | 58.8% | 72.7%-13.9pp | 78.9%-20.1pp | 68.3%-9.5pp |
| Annual return | 14.42% | 20.18%-5.8pp | 59.47%-45.0pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,465 | $2,907-49.6% | $4,333-66.2% | $2,631-44.3% |
| Participant deferral / active EE | $5,369 | $4,590+17.0% | $6,158-12.8% | $4,212+27.5% |
| Admin fee / account holder | $1,223 | $9,357-86.9% | $14,255-91.4% | $7,344-83.3% |