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 | $132,543 | $100,773+31.5% | $88,946+49.0% | $142,382-6.9% |
| Participation rate | 65.2% | 74.3%-9.1pp | 68.8%-3.6pp | 80.1%-14.9pp |
| Annual return | 11.55% | 70.18%-58.6pp | 57.82%-46.3pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,358 | $2,918+15.1% | $2,555+31.4% | $4,299-21.9% |
| Participant deferral / active EE | $5,399 | $5,230+3.2% | $4,581+17.8% | $6,507-17.0% |
| Admin fee / account holder | $70,503 | $9,693+627.4% | $8,261+753.5% | $12,624+458.5% |