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 | $137,433 | $111,754+23.0% | $103,333+33.0% | $145,922-5.8% |
| Participation rate | 47.4% | 77.9%-30.6pp | 74.5%-27.1pp | 80.3%-32.9pp |
| Annual return | 10.94% | 24.77%-13.8pp | 24.88%-13.9pp | 561.29%-550.3pp |
| Employer contribution / active EE | $1,344 | $4,212-68.1% | $3,868-65.3% | $4,660-71.2% |
| Participant deferral / active EE | $3,256 | $5,619-42.1% | $5,057-35.6% | $6,688-51.3% |
| Admin fee / account holder | $1,591 | $9,750-83.7% | $8,355-81.0% | $13,397-88.1% |