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 5-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 | $136,312 | $104,974+29.9% | $95,585+42.6% | $142,382-4.3% |
| Participation rate | 33.3% | 75.0%-41.6pp | 72.1%-38.7pp | 80.1%-46.8pp |
| Annual return | 15.84% | 210.33%-194.5pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $773 | $2,779-72.2% | $2,527-69.4% | $4,299-82.0% |
| Participant deferral / active EE | $6,889 | $4,352+58.3% | $4,023+71.3% | $6,507+5.9% |
| Admin fee / account holder | $860 | $6,386-86.5% | $6,127-86.0% | $12,624-93.2% |