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 | $134,473 | $118,849+13.1% | $96,562+39.3% | $167,490-19.7% |
| Participation rate | 52.9% | 75.5%-22.5pp | 69.8%-16.9pp | 82.1%-29.2pp |
| Annual return | 52.23% | 50.49%+1.7pp | 37.78%+14.4pp | 478.56%-426.3pp |
| Employer contribution / active EE | $911 | $3,120-70.8% | $2,356-61.4% | $4,837-81.2% |
| Participant deferral / active EE | $1,759 | $4,616-61.9% | $3,849-54.3% | $6,341-72.3% |
| Admin fee / account holder | $345 | $8,065-95.7% | $6,181-94.4% | $12,309-97.2% |