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 | $140,828 | $214,378-34.3% | $200,582-29.8% | $142,382-1.1% |
| Participation rate | 57.9% | 87.4%-29.5pp | 86.9%-29.0pp | 80.1%-22.2pp |
| Annual return | 13.06% | 46.41%-33.3pp | 42.33%-29.3pp | 217.08%-204.0pp |
| Employer contribution / active EE | $1,605 | $6,841-76.5% | $6,419-75.0% | $4,299-62.7% |
| Participant deferral / active EE | $5,458 | $9,865-44.7% | $9,331-41.5% | $6,507-16.1% |
| Admin fee / account holder | $3,582 | $17,692-79.8% | $16,305-78.0% | $12,624-71.6% |