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 | $136,170 | $89,753+51.7% | $107,525+26.6% | $84,808+60.6% |
| Participation rate | 30.1% | 68.1%-37.9pp | 75.1%-44.9pp | 68.3%-38.2pp |
| Annual return | 13.22% | 29.48%-16.3pp | 181.32%-168.1pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,037 | $3,113-66.7% | $3,754-72.4% | $2,631-60.6% |
| Participant deferral / active EE | $1,861 | $4,056-54.1% | $5,116-63.6% | $4,212-55.8% |
| Admin fee / account holder | $2,243 | $7,222-68.9% | $8,919-74.8% | $7,344-69.5% |