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 | $139,717 | $106,355+31.4% | $237,244-41.1% | $116,875+19.5% |
| Participation rate | 63.1% | 71.9%-8.8pp | 80.3%-17.2pp | 74.5%-11.5pp |
| Annual return | 22.23% | 17.03%+5.2pp | 4131.29%-4109.1pp | 16.29%+5.9pp |
| Employer contribution / active EE | $478 | $1,595-70.0% | $4,351-89.0% | $3,288-85.5% |
| Participant deferral / active EE | $3,299 | $3,396-2.8% | $4,056-18.7% | $3,885-15.1% |
| Admin fee / account holder | $8,743 | $11,423-23.5% | $18,030-51.5% | $12,263-28.7% |