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 | $132,277 | $53,053+149.3% | $126,539+4.5% | $74,304+78.0% |
| Participation rate | 58.0% | 48.0%+10.0pp | 69.8%-11.8pp | 60.3%-2.3pp |
| Annual return | 17.56% | 29.46%-11.9pp | 425.95%-408.4pp | 29.43%-11.9pp |
| Employer contribution / active EE | $1,995 | $1,168+70.9% | $3,674-45.7% | $2,241-11.0% |
| Participant deferral / active EE | $4,664 | $2,303+102.5% | $4,083+14.2% | $3,767+23.8% |
| Admin fee / account holder | $3,241 | $3,698-12.3% | $6,065-46.6% | $2,969+9.2% |