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 | $125,796 | $124,281+1.2% | $109,143+15.3% | $167,490-24.9% |
| Participation rate | 40.0% | 79.4%-39.4pp | 75.9%-35.9pp | 82.1%-42.1pp |
| Annual return | 11.75% | 26.04%-14.3pp | 25.75%-14.0pp | 478.56%-466.8pp |
| Employer contribution / active EE | $1,085 | $4,207-74.2% | $3,722-70.9% | $4,837-77.6% |
| Participant deferral / active EE | $5,830 | $5,255+10.9% | $4,653+25.3% | $6,341-8.1% |
| Admin fee / account holder | $1,035 | $7,970-87.0% | $6,752-84.7% | $12,309-91.6% |