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 | $133,107 | $89,355+49.0% | $141,162-5.7% | $72,985+82.4% |
| Participation rate | 48.6% | 75.1%-26.5pp | 82.5%-33.8pp | 69.5%-20.8pp |
| Annual return | 44.71% | 111.85%-67.1pp | 71.39%-26.7pp | 81.00%-36.3pp |
| Employer contribution / active EE | $1,467 | $3,114-52.9% | $4,735-69.0% | $2,440-39.9% |
| Participant deferral / active EE | $3,635 | $5,418-32.9% | $6,709-45.8% | $3,607+0.8% |
| Admin fee / account holder | $3,543 | $5,958-40.5% | $10,261-65.5% | $5,124-30.9% |