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 | $137,948 | $118,450+16.5% | $98,439+40.1% | $139,434-1.1% |
| Participation rate | 40.0% | 77.4%-37.4pp | 75.2%-35.2pp | 80.3%-40.3pp |
| Annual return | 20.46% | 18.94%+1.5pp | 21.16%-0.7pp | 372.94%-352.5pp |
| Employer contribution / active EE | $1,671 | $3,609-53.7% | $3,048-45.2% | $4,751-64.8% |
| Participant deferral / active EE | $5,088 | $5,392-5.6% | $4,738+7.4% | $6,710-24.2% |
| Admin fee / account holder | $651 | $14,026-95.4% | $8,948-92.7% | $11,403-94.3% |