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 | $144,692 | $80,717+79.3% | $154,803-6.5% | $84,808+70.6% |
| Participation rate | 21.2% | 66.8%-45.6pp | 78.1%-56.9pp | 68.3%-47.1pp |
| Annual return | 17.08% | 37.96%-20.9pp | 58.88%-41.8pp | 40.90%-23.8pp |
| Employer contribution / active EE | $1,324 | $2,761-52.1% | $4,305-69.3% | $2,631-49.7% |
| Participant deferral / active EE | $2,333 | $3,303-29.4% | $5,540-57.9% | $4,212-44.6% |
| Admin fee / account holder | $3,567 | $6,746-47.1% | $14,329-75.1% | $7,344-51.4% |