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 | $121,161 | $85,202+42.2% | $172,739-29.9% | $72,985+66.0% |
| Participation rate | 53.1% | 70.1%-16.9pp | 82.6%-29.5pp | 69.5%-16.4pp |
| Annual return | 19.28% | 27.32%-8.0pp | 802.84%-783.6pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,243 | $3,324-62.6% | $5,143-75.8% | $2,440-49.1% |
| Participant deferral / active EE | $2,271 | $3,260-30.3% | $5,198-56.3% | $3,607-37.0% |
| Admin fee / account holder | $6,684 | $5,884+13.6% | $13,954-52.1% | $5,124+30.4% |