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 | $136,035 | $49,915+172.5% | $154,803-12.1% | $74,304+83.1% |
| Participation rate | 36.8% | 54.0%-17.1pp | 78.1%-41.3pp | 60.3%-23.5pp |
| Annual return | 19.87% | 34.06%-14.2pp | 58.88%-39.0pp | 29.43%-9.6pp |
| Employer contribution / active EE | $1,672 | $1,611+3.8% | $4,305-61.2% | $2,241-25.4% |
| Participant deferral / active EE | $3,307 | $2,255+46.6% | $5,540-40.3% | $3,767-12.2% |
| Admin fee / account holder | $13,320 | $2,189+508.5% | $14,329-7.0% | $2,969+348.7% |