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 | $136,457 | $109,413+24.7% | $156,263-12.7% | $84,808+60.9% |
| Participation rate | 42.2% | 72.7%-30.5pp | 78.9%-36.7pp | 68.3%-26.1pp |
| Annual return | 19.91% | 20.18%-0.3pp | 59.47%-39.6pp | 40.90%-21.0pp |
| Employer contribution / active EE | $1,903 | $2,907-34.5% | $4,333-56.1% | $2,631-27.7% |
| Participant deferral / active EE | $4,293 | $4,590-6.5% | $6,158-30.3% | $4,212+1.9% |
| Admin fee / account holder | $3,872 | $9,357-58.6% | $14,255-72.8% | $7,344-47.3% |