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 | $138,486 | $64,839+113.6% | $95,585+44.9% | $84,808+63.3% |
| Participation rate | 64.4% | 63.8%+0.6pp | 72.1%-7.7pp | 68.3%-3.9pp |
| Annual return | 13.30% | -670.96%+684.3pp | 38.56%-25.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,921 | $1,759+9.2% | $2,527-24.0% | $2,631-27.0% |
| Participant deferral / active EE | $5,263 | $2,965+77.5% | $4,023+30.8% | $4,212+25.0% |
| Admin fee / account holder | $22,143 | $5,964+271.3% | $6,127+261.4% | $7,344+201.5% |