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 | $121,606 | $93,571+30.0% | $135,903-10.5% | $75,163+61.8% |
| Participation rate | 49.1% | 75.2%-26.1pp | 81.9%-32.9pp | 67.2%-18.1pp |
| Annual return | 17.47% | 30.90%-13.4pp | 68.23%-50.8pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,742 | $3,537-50.8% | $4,856-64.1% | $2,670-34.8% |
| Participant deferral / active EE | $3,163 | $6,404-50.6% | $7,758-59.2% | $4,125-23.3% |
| Admin fee / account holder | $11,402 | $6,975+63.5% | $10,762+6.0% | $5,651+101.8% |