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 | $121,105 | $157,256-23.0% | $141,162-14.2% | $152,861-20.8% |
| Participation rate | 61.5% | 84.8%-23.3pp | 82.5%-20.9pp | 82.4%-20.9pp |
| Annual return | 21.30% | 64.32%-43.0pp | 71.39%-50.1pp | 345.32%-324.0pp |
| Employer contribution / active EE | $2,657 | $5,261-49.5% | $4,735-43.9% | $4,762-44.2% |
| Participant deferral / active EE | $6,219 | $7,109-12.5% | $6,709-7.3% | $5,850+6.3% |
| Admin fee / account holder | $1,789 | $12,120-85.2% | $10,261-82.6% | $11,596-84.6% |