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 | $144,628 | $117,381+23.2% | $99,443+45.4% | $152,861-5.4% |
| Participation rate | 27.3% | 77.5%-50.3pp | 73.8%-46.6pp | 82.4%-55.2pp |
| Annual return | 29.64% | 31.87%-2.2pp | 30.72%-1.1pp | 345.32%-315.7pp |
| Employer contribution / active EE | $706 | $3,013-76.6% | $2,540-72.2% | $4,762-85.2% |
| Participant deferral / active EE | $3,080 | $4,086-24.6% | $3,619-14.9% | $5,850-47.4% |
| Admin fee / account holder | $981 | $7,631-87.2% | $6,250-84.3% | $11,596-91.5% |