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 | $138,453 | $98,750+40.2% | $149,696-7.5% | $79,858+73.4% |
| Participation rate | 65.6% | 75.8%-10.1pp | 82.5%-16.9pp | 69.6%-4.0pp |
| Annual return | 13.50% | 27.43%-13.9pp | 276.60%-263.1pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,716 | $3,216-46.6% | $4,644-63.0% | $2,471-30.5% |
| Participant deferral / active EE | $7,182 | $5,680+26.4% | $6,842+5.0% | $3,740+92.0% |
| Admin fee / account holder | $24,970 | $6,053+312.5% | $9,309+168.2% | $5,306+370.6% |