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 | $124,964 | $109,881+13.7% | $150,045-16.7% | $84,808+47.4% |
| Participation rate | 66.7% | 76.1%-9.4pp | 82.3%-15.7pp | 68.3%-1.6pp |
| Annual return | 15.19% | 28.25%-13.1pp | 62.55%-47.4pp | 40.90%-25.7pp |
| Employer contribution / active EE | $3,050 | $3,561-14.4% | $4,693-35.0% | $2,631+15.9% |
| Participant deferral / active EE | $2,904 | $6,636-56.2% | $7,997-63.7% | $4,212-31.0% |
| Admin fee / account holder | $24,329 | $8,568+183.9% | $13,435+81.1% | $7,344+231.3% |