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 | $132,145 | $51,576+156.2% | $129,207+2.3% | $80,856+63.4% |
| Participation rate | 68.1% | 57.0%+11.1pp | 69.6%-1.6pp | 67.6%+0.4pp |
| Annual return | 17.15% | 20.81%-3.7pp | 9417.33%-9400.2pp | 35.59%-18.4pp |
| Employer contribution / active EE | $2,304 | $1,584+45.5% | $4,153-44.5% | $2,755-16.4% |
| Participant deferral / active EE | $4,851 | $2,669+81.8% | $4,168+16.4% | $4,296+12.9% |
| Admin fee / account holder | $937 | $4,305-78.2% | $7,715-87.8% | $6,918-86.5% |