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 | $130,263 | $93,571+39.2% | $135,903-4.2% | $75,163+73.3% |
| Participation rate | 63.2% | 75.2%-12.0pp | 81.9%-18.7pp | 67.2%-4.0pp |
| Annual return | 16.67% | 30.90%-14.2pp | 68.23%-51.6pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,898 | $3,537-46.3% | $4,856-60.9% | $2,670-28.9% |
| Participant deferral / active EE | $4,837 | $6,404-24.5% | $7,758-37.7% | $4,125+17.2% |
| Admin fee / account holder | $1,655 | $6,975-76.3% | $10,762-84.6% | $5,651-70.7% |