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 | $139,172 | $65,365+112.9% | $92,893+49.8% | $72,985+90.7% |
| Participation rate | 64.0% | 68.3%-4.3pp | 76.0%-12.0pp | 69.5%-5.5pp |
| Annual return | 23.65% | 42.10%-18.5pp | 109.41%-85.8pp | 81.00%-57.4pp |
| Employer contribution / active EE | $1,770 | $2,594-31.8% | $3,653-51.6% | $2,440-27.5% |
| Participant deferral / active EE | $5,125 | $3,128+63.8% | $4,236+21.0% | $3,607+42.1% |
| Admin fee / account holder | $13,183 | $4,251+210.1% | $5,794+127.5% | $5,124+157.3% |