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 | $131,643 | $79,449+65.7% | $189,557-30.6% | $85,850+53.3% |
| Participation rate | 61.2% | 66.0%-4.8pp | 78.4%-17.2pp | 69.3%-8.1pp |
| Annual return | 14.42% | 18.45%-4.0pp | 64.17%-49.7pp | 318.53%-304.1pp |
| Employer contribution / active EE | $2,451 | $2,081+17.8% | $4,412-44.4% | $2,565-4.4% |
| Participant deferral / active EE | $7,794 | $4,051+92.4% | $6,174+26.2% | $3,952+97.2% |
| Admin fee / account holder | $9,560 | $5,377+77.8% | $9,807-2.5% | $6,260+52.7% |