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 | $114,059 | $77,899+46.4% | $149,673-23.8% | $75,163+51.7% |
| Participation rate | 63.3% | 65.6%-2.2pp | 78.8%-15.4pp | 67.2%-3.9pp |
| Annual return | 21.52% | 31.72%-10.2pp | 134.42%-112.9pp | 160.62%-139.1pp |
| Employer contribution / active EE | $2,453 | $3,137-21.8% | $4,818-49.1% | $2,670-8.1% |
| Participant deferral / active EE | $5,913 | $3,411+73.4% | $5,680+4.1% | $4,125+43.3% |
| Admin fee / account holder | $688 | $5,956-88.4% | $13,210-94.8% | $5,651-87.8% |