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 | $126,229 | $80,968+55.9% | $96,544+30.7% | $75,163+67.9% |
| Participation rate | 68.0% | 71.8%-3.8pp | 76.0%-8.0pp | 67.2%+0.8pp |
| Annual return | 18.60% | 27.06%-8.5pp | 25.84%-7.2pp | 160.62%-142.0pp |
| Employer contribution / active EE | $1,919 | $2,282-15.9% | $2,965-35.3% | $2,670-28.1% |
| Participant deferral / active EE | $6,650 | $3,928+69.3% | $4,851+37.1% | $4,125+61.2% |
| Admin fee / account holder | $21,107 | $6,724+213.9% | $8,252+155.8% | $5,651+273.5% |