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 | $114,252 | $78,705+45.2% | $117,854-3.1% | $70,131+62.9% |
| Participation rate | 69.7% | 73.2%-3.5pp | 79.7%-10.0pp | 69.5%+0.1pp |
| Annual return | 16.88% | 23.30%-6.4pp | 335.08%-318.2pp | 73.14%-56.3pp |
| Employer contribution / active EE | $1,493 | $2,223-32.8% | $3,786-60.6% | $2,342-36.3% |
| Participant deferral / active EE | $4,484 | $3,297+36.0% | $4,482+0.1% | $3,332+34.6% |
| Admin fee / account holder | $4,521 | $5,065-10.7% | $8,020-43.6% | $4,645-2.7% |