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 | $119,854 | $163,101-26.5% | $136,749-12.4% | $142,382-15.8% |
| Participation rate | 66.7% | 78.2%-11.6pp | 72.1%-5.5pp | 80.1%-13.5pp |
| Annual return | 13.26% | 27.54%-14.3pp | 24.33%-11.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $1,764 | $4,117-57.2% | $3,400-48.1% | $4,299-59.0% |
| Participant deferral / active EE | $2,265 | $5,585-59.4% | $4,692-51.7% | $6,507-65.2% |
| Admin fee / account holder | $39,217 | $14,318+173.9% | $11,386+244.4% | $12,624+210.7% |