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 | $138,127 | $91,552+50.9% | $133,956+3.1% | $79,858+73.0% |
| Participation rate | 37.3% | 73.3%-36.0pp | 79.8%-42.5pp | 69.6%-32.3pp |
| Annual return | 15.71% | 61.85%-46.1pp | 45.09%-29.4pp | 31.71%-16.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,782 | $3,733-52.3% | $5,048-64.7% | $3,740-52.4% |
| Admin fee / account holder | $9,366 | $6,321+48.2% | $8,927+4.9% | $5,306+76.5% |