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 | $136,560 | $96,484+41.5% | $156,263-12.6% | $74,304+83.8% |
| Participation rate | 69.1% | 67.7%+1.4pp | 78.9%-9.8pp | 60.3%+8.7pp |
| Annual return | 15.75% | 17.73%-2.0pp | 59.47%-43.7pp | 29.43%-13.7pp |
| Employer contribution / active EE | $2,968 | $2,528+17.4% | $4,333-31.5% | $2,241+32.4% |
| Participant deferral / active EE | $5,514 | $4,286+28.7% | $6,158-10.5% | $3,767+46.4% |
| Admin fee / account holder | $16,882 | $3,728+352.9% | $14,255+18.4% | $2,969+468.6% |