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 | $126,761 | $115,708+9.6% | $65,255+94.3% | $139,434-9.1% |
| Participation rate | 30.4% | 67.8%-37.4pp | 65.0%-34.5pp | 80.3%-49.9pp |
| Annual return | 9.32% | 31.19%-21.9pp | 47.35%-38.0pp | 372.94%-363.6pp |
| Employer contribution / active EE | $769 | $2,599-70.4% | $1,691-54.5% | $4,751-83.8% |
| Participant deferral / active EE | $4,423 | $4,240+4.3% | $2,831+56.2% | $6,710-34.1% |
| Admin fee / account holder | $1,078 | $6,698-83.9% | $4,112-73.8% | $11,403-90.5% |