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 | $134,446 | $87,733+53.2% | $106,548+26.2% | $85,850+56.6% |
| Participation rate | 57.1% | 71.9%-14.8pp | 76.1%-19.0pp | 69.3%-12.2pp |
| Annual return | 13.17% | 21.86%-8.7pp | 26.80%-13.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $770 | $2,073-62.9% | $2,819-72.7% | $2,565-70.0% |
| Participant deferral / active EE | $3,016 | $3,469-13.1% | $4,398-31.4% | $3,952-23.7% |
| Admin fee / account holder | $2,444 | $6,767-63.9% | $7,407-67.0% | $6,260-61.0% |