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 | $130,951 | $106,515+22.9% | $96,683+35.4% | $139,434-6.1% |
| Participation rate | 62.5% | 77.8%-15.3pp | 74.3%-11.8pp | 80.3%-17.8pp |
| Annual return | 14.15% | 38.43%-24.3pp | 35.69%-21.5pp | 372.94%-358.8pp |
| Employer contribution / active EE | $1,456 | $4,103-64.5% | $3,737-61.0% | $4,751-69.3% |
| Participant deferral / active EE | $2,582 | $5,454-52.7% | $4,878-47.1% | $6,710-61.5% |
| Admin fee / account holder | $2,692 | $7,877-65.8% | $6,730-60.0% | $11,403-76.4% |