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 | $134,399 | $89,355+50.4% | $141,162-4.8% | $72,985+84.1% |
| Participation rate | 64.0% | 75.1%-11.1pp | 82.5%-18.5pp | 69.5%-5.5pp |
| Annual return | 24.85% | 111.85%-87.0pp | 71.39%-46.5pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,289 | $3,114-26.5% | $4,735-51.7% | $2,440-6.2% |
| Participant deferral / active EE | $4,682 | $5,418-13.6% | $6,709-30.2% | $3,607+29.8% |
| Admin fee / account holder | $1,514 | $5,958-74.6% | $10,261-85.2% | $5,124-70.5% |