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 | $140,121 | $104,974+33.5% | $95,585+46.6% | $142,382-1.6% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 12.17% | 210.33%-198.2pp | 38.56%-26.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $749 | $2,779-73.0% | $2,527-70.3% | $4,299-82.6% |
| Participant deferral / active EE | $1,124 | $4,352-74.2% | $4,023-72.1% | $6,507-82.7% |
| Admin fee / account holder | $25,642 | $6,386+301.5% | $6,127+318.5% | $12,624+103.1% |