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 | $132,114 | $87,733+50.6% | $106,548+24.0% | $85,850+53.9% |
| Participation rate | 65.7% | 71.9%-6.3pp | 76.1%-10.5pp | 69.3%-3.6pp |
| Annual return | 19.19% | 21.86%-2.7pp | 26.80%-7.6pp | 318.53%-299.3pp |
| Employer contribution / active EE | $2,081 | $2,073+0.4% | $2,819-26.2% | $2,565-18.9% |
| Participant deferral / active EE | $5,235 | $3,469+50.9% | $4,398+19.0% | $3,952+32.5% |
| Admin fee / account holder | $4,616 | $6,767-31.8% | $7,407-37.7% | $6,260-26.3% |