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 | $140,530 | $124,281+13.1% | $109,143+28.8% | $167,490-16.1% |
| Participation rate | 62.5% | 79.4%-16.9pp | 75.9%-13.4pp | 82.1%-19.6pp |
| Annual return | 10.87% | 26.04%-15.2pp | 25.75%-14.9pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,085 | $4,207-50.5% | $3,722-44.0% | $4,837-56.9% |
| Participant deferral / active EE | $3,681 | $5,255-30.0% | $4,653-20.9% | $6,341-42.0% |
| Admin fee / account holder | $1,441 | $7,970-81.9% | $6,752-78.7% | $12,309-88.3% |