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 | $136,052 | $89,753+51.6% | $107,525+26.5% | $84,808+60.4% |
| Participation rate | 60.7% | 68.1%-7.3pp | 75.1%-14.4pp | 68.3%-7.6pp |
| Annual return | 13.73% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $2,338 | $3,113-24.9% | $3,754-37.7% | $2,631-11.1% |
| Participant deferral / active EE | $4,173 | $4,056+2.9% | $5,116-18.4% | $4,212-0.9% |
| Admin fee / account holder | $5,790 | $7,222-19.8% | $8,919-35.1% | $7,344-21.2% |