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 | $134,615 | $109,413+23.0% | $156,263-13.9% | $84,808+58.7% |
| Participation rate | 51.4% | 72.7%-21.3pp | 78.9%-27.5pp | 68.3%-16.9pp |
| Annual return | 14.34% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.6pp |
| Employer contribution / active EE | $841 | $2,907-71.1% | $4,333-80.6% | $2,631-68.1% |
| Participant deferral / active EE | $3,309 | $4,590-27.9% | $6,158-46.3% | $4,212-21.4% |
| Admin fee / account holder | $24,767 | $9,357+164.7% | $14,255+73.7% | $7,344+237.2% |