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 | $131,594 | $214,378-38.6% | $200,582-34.4% | $142,382-7.6% |
| Participation rate | 60.0% | 87.4%-27.4pp | 86.9%-26.9pp | 80.1%-20.1pp |
| Annual return | 20.45% | 46.41%-26.0pp | 42.33%-21.9pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,188 | $6,841-68.0% | $6,419-65.9% | $4,299-49.1% |
| Participant deferral / active EE | $6,539 | $9,865-33.7% | $9,331-29.9% | $6,507+0.5% |
| Admin fee / account holder | $5,102 | $17,692-71.2% | $16,305-68.7% | $12,624-59.6% |