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 | $143,600 | $94,752+51.6% | $112,887+27.2% | $139,434+3.0% |
| Participation rate | 55.0% | 81.3%-26.3pp | 80.5%-25.5pp | 80.3%-25.3pp |
| Annual return | 17.07% | 40.88%-23.8pp | 34.10%-17.0pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,398 | $4,625-48.2% | $4,563-47.5% | $4,751-49.5% |
| Participant deferral / active EE | $3,657 | $6,512-43.8% | $6,513-43.9% | $6,710-45.5% |
| Admin fee / account holder | $2,070 | $8,527-75.7% | $7,047-70.6% | $11,403-81.8% |