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 | $139,580 | $89,355+56.2% | $141,162-1.1% | $72,985+91.2% |
| Participation rate | 60.5% | 75.1%-14.7pp | 82.5%-22.0pp | 69.5%-9.0pp |
| Annual return | 21.75% | 111.85%-90.1pp | 71.39%-49.6pp | 81.00%-59.2pp |
| Employer contribution / active EE | $5,917 | $3,114+90.0% | $4,735+25.0% | $2,440+142.5% |
| Participant deferral / active EE | $13,484 | $5,418+148.9% | $6,709+101.0% | $3,607+273.8% |
| Admin fee / account holder | $10,666 | $5,958+79.0% | $10,261+3.9% | $5,124+108.1% |