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 | $140,801 | $104,907+34.2% | $84,611+66.4% | $152,861-7.9% |
| Participation rate | 64.3% | 74.8%-10.5pp | 68.2%-3.9pp | 82.4%-18.2pp |
| Annual return | 16.56% | 373.79%-357.2pp | 258.74%-242.2pp | 345.32%-328.8pp |
| Employer contribution / active EE | $807 | $3,302-75.6% | $2,652-69.6% | $4,762-83.1% |
| Participant deferral / active EE | $3,302 | $4,688-29.6% | $3,899-15.3% | $5,850-43.6% |
| Admin fee / account holder | $1,487 | $6,241-76.2% | $4,912-69.7% | $11,596-87.2% |