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 | $128,384 | $127,065+1.0% | $113,168+13.4% | $142,382-9.8% |
| Participation rate | 54.2% | 79.2%-25.0pp | 76.6%-22.4pp | 80.1%-26.0pp |
| Annual return | 11.36% | 24.03%-12.7pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $1,677 | $3,442-51.3% | $2,975-43.6% | $4,299-61.0% |
| Participant deferral / active EE | $3,830 | $5,716-33.0% | $5,107-25.0% | $6,507-41.1% |
| Admin fee / account holder | $18,953 | $15,736+20.4% | $12,068+57.1% | $12,624+50.1% |