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 | $137,985 | $91,407+51.0% | $135,903+1.5% | $71,457+93.1% |
| Participation rate | 56.9% | 75.7%-18.7pp | 81.9%-25.0pp | 67.9%-11.0pp |
| Annual return | 17.02% | 29.90%-12.9pp | 68.23%-51.2pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,975 | $3,703-46.7% | $4,856-59.3% | $2,588-23.7% |
| Participant deferral / active EE | $3,866 | $7,092-45.5% | $7,758-50.2% | $4,289-9.9% |
| Admin fee / account holder | $4,914 | $1,266+288.2% | $10,762-54.3% | $1,587+209.6% |