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 | $136,034 | $127,777+6.5% | $106,548+27.7% | $167,490-18.8% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 11.18% | 33.87%-22.7pp | 26.80%-15.6pp | 478.56%-467.4pp |
| Employer contribution / active EE | $945 | $3,427-72.4% | $2,819-66.5% | $4,837-80.5% |
| Participant deferral / active EE | $5,438 | $5,087+6.9% | $4,398+23.6% | $6,341-14.2% |
| Admin fee / account holder | $8,368 | $11,228-25.5% | $7,407+13.0% | $12,309-32.0% |