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 | $139,340 | $101,724+37.0% | $164,813-15.5% | $80,856+72.3% |
| Participation rate | 37.5% | 71.8%-34.3pp | 78.6%-41.1pp | 67.6%-30.1pp |
| Annual return | 11.36% | 16.72%-5.4pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $854 | $2,953-71.1% | $4,341-80.3% | $2,755-69.0% |
| Participant deferral / active EE | $2,553 | $4,477-43.0% | $6,031-57.7% | $4,296-40.6% |
| Admin fee / account holder | $1,432 | $8,227-82.6% | $12,690-88.7% | $6,918-79.3% |