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 | $136,491 | $93,571+45.9% | $135,903+0.4% | $75,163+81.6% |
| Participation rate | 64.3% | 75.2%-10.9pp | 81.9%-17.6pp | 67.2%-2.9pp |
| Annual return | 17.31% | 30.90%-13.6pp | 68.23%-50.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,445 | $3,537-59.2% | $4,856-70.3% | $2,670-45.9% |
| Participant deferral / active EE | $4,163 | $6,404-35.0% | $7,758-46.3% | $4,125+0.9% |
| Admin fee / account holder | $3,459 | $6,975-50.4% | $10,762-67.9% | $5,651-38.8% |