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 | $125,679 | $65,365+92.3% | $92,893+35.3% | $72,985+72.2% |
| Participation rate | 39.7% | 68.3%-28.6pp | 76.0%-36.3pp | 69.5%-29.8pp |
| Annual return | 25.05% | 42.10%-17.1pp | 109.41%-84.4pp | 81.00%-56.0pp |
| Employer contribution / active EE | $1,502 | $2,594-42.1% | $3,653-58.9% | $2,440-38.4% |
| Participant deferral / active EE | $2,800 | $3,128-10.5% | $4,236-33.9% | $3,607-22.4% |
| Admin fee / account holder | $408 | $4,251-90.4% | $5,794-93.0% | $5,124-92.0% |