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 | $132,157 | $86,944+52.0% | $107,525+22.9% | $74,304+77.9% |
| Participation rate | 33.3% | 59.6%-26.2pp | 75.1%-41.7pp | 60.3%-27.0pp |
| Annual return | 15.18% | 23.52%-8.3pp | 181.32%-166.1pp | 29.43%-14.3pp |
| Employer contribution / active EE | $1,154 | $2,757-58.1% | $3,754-69.2% | $2,241-48.5% |
| Participant deferral / active EE | $1,946 | $3,554-45.2% | $5,116-62.0% | $3,767-48.3% |
| Admin fee / account holder | $11,366 | $3,727+205.0% | $8,919+27.4% | $2,969+282.8% |