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 | $127,282 | $89,753+41.8% | $107,525+18.4% | $84,808+50.1% |
| Participation rate | 37.8% | 68.1%-30.2pp | 75.1%-37.2pp | 68.3%-30.5pp |
| Annual return | 16.33% | 29.48%-13.1pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $1,094 | $3,113-64.9% | $3,754-70.8% | $2,631-58.4% |
| Participant deferral / active EE | $3,102 | $4,056-23.5% | $5,116-39.4% | $4,212-26.3% |
| Admin fee / account holder | $3,291 | $7,222-54.4% | $8,919-63.1% | $7,344-55.2% |