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 | $136,491 | $106,515+28.1% | $96,683+41.2% | $139,434-2.1% |
| Participation rate | 41.7% | 77.8%-36.2pp | 74.3%-32.7pp | 80.3%-38.7pp |
| Annual return | 18.50% | 38.43%-19.9pp | 35.69%-17.2pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,773 | $4,103-56.8% | $3,737-52.6% | $4,751-62.7% |
| Participant deferral / active EE | $6,506 | $5,454+19.3% | $4,878+33.4% | $6,710-3.0% |
| Admin fee / account holder | $972 | $7,877-87.7% | $6,730-85.6% | $11,403-91.5% |