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 | $125,027 | $98,750+26.6% | $149,696-16.5% | $79,858+56.6% |
| Participation rate | 67.7% | 75.8%-8.1pp | 82.5%-14.8pp | 69.6%-1.9pp |
| Annual return | 18.98% | 27.43%-8.4pp | 276.60%-257.6pp | 31.71%-12.7pp |
| Employer contribution / active EE | $805 | $3,216-75.0% | $4,644-82.7% | $2,471-67.4% |
| Participant deferral / active EE | $3,484 | $5,680-38.7% | $6,842-49.1% | $3,740-6.8% |
| Admin fee / account holder | $4,907 | $6,053-18.9% | $9,309-47.3% | $5,306-7.5% |