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 | $139,448 | $209,411-33.4% | $178,490-21.9% | $158,922-12.3% |
| Participation rate | 44.4% | 86.3%-41.9pp | 81.9%-37.5pp | 82.0%-37.5pp |
| Annual return | 12.83% | 188.75%-175.9pp | 151.07%-138.2pp | 302.83%-290.0pp |
| Employer contribution / active EE | $1,258 | $5,706-77.9% | $5,011-74.9% | $4,761-73.6% |
| Participant deferral / active EE | $6,326 | $5,954+6.2% | $5,202+21.6% | $5,982+5.8% |
| Admin fee / account holder | $8,630 | $17,074-49.5% | $13,984-38.3% | $11,246-23.3% |