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 | $139,754 | $106,515+31.2% | $96,683+44.5% | $139,434+0.2% |
| Participation rate | 52.2% | 77.8%-25.7pp | 74.3%-22.2pp | 80.3%-28.1pp |
| Annual return | 32.77% | 38.43%-5.7pp | 35.69%-2.9pp | 372.94%-340.2pp |
| Employer contribution / active EE | $2,364 | $4,103-42.4% | $3,737-36.7% | $4,751-50.2% |
| Participant deferral / active EE | $4,836 | $5,454-11.3% | $4,878-0.9% | $6,710-27.9% |
| Admin fee / account holder | $17,050 | $7,877+116.5% | $6,730+153.4% | $11,403+49.5% |