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 | $141,186 | $80,968+74.4% | $96,544+46.2% | $75,163+87.8% |
| Participation rate | 69.1% | 71.8%-2.6pp | 76.0%-6.8pp | 67.2%+2.0pp |
| Annual return | 18.29% | 27.06%-8.8pp | 25.84%-7.6pp | 160.62%-142.3pp |
| Employer contribution / active EE | $963 | $2,282-57.8% | $2,965-67.5% | $2,670-63.9% |
| Participant deferral / active EE | $2,949 | $3,928-24.9% | $4,851-39.2% | $4,125-28.5% |
| Admin fee / account holder | $10,490 | $6,724+56.0% | $8,252+27.1% | $5,651+85.6% |