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 | $138,605 | $96,484+43.7% | $156,263-11.3% | $74,304+86.5% |
| Participation rate | 43.0% | 67.7%-24.7pp | 78.9%-35.9pp | 60.3%-17.4pp |
| Annual return | 15.43% | 17.73%-2.3pp | 59.47%-44.0pp | 29.43%-14.0pp |
| Employer contribution / active EE | $1,193 | $2,528-52.8% | $4,333-72.5% | $2,241-46.8% |
| Participant deferral / active EE | $3,691 | $4,286-13.9% | $6,158-40.1% | $3,767-2.0% |
| Admin fee / account holder | $10,481 | $3,728+181.2% | $14,255-26.5% | $2,969+253.0% |