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 | $128,124 | $86,286+48.5% | $111,297+15.1% | $85,850+49.2% |
| Participation rate | 57.7% | 73.3%-15.6pp | 77.3%-19.6pp | 69.3%-11.6pp |
| Annual return | 12.82% | 19.99%-7.2pp | 54.65%-41.8pp | 318.53%-305.7pp |
| Employer contribution / active EE | $925 | $2,043-54.7% | $2,731-66.1% | $2,565-63.9% |
| Participant deferral / active EE | $3,292 | $3,641-9.6% | $4,487-26.6% | $3,952-16.7% |
| Admin fee / account holder | $1,058 | $8,188-87.1% | $7,964-86.7% | $6,260-83.1% |